Featured Questions

The Android application of Apptivo allows users to track the performance of the opportunities right from your mobile application. Here, you can also apply filters and retrieve the requi...more

The Sort Range feature of Apptivo enables you to view the records based on your configured order. You can have your records arranged automatically in ascending or descending order. With...more

Login and access your Apptivo account from your Android application. Click on any apps from the app list. Here, Customers App. Click on any view to see the number of records present in...more

The Android App of Apptivo enables you to view your documents in the Grid View on a single click. With this, you can easily view your documents as thumbnails. Steps to view in Grid View...more

The Tasks activity of Apptivo enables you to see the custom views in the Android Application. By this, you can easily create your required views in the web platform and have them reflec...more

The default home page view in the Contracts app allows you to change the view of your home page. Steps to Customize Default Home Page View Log in and access Contracts App from your univ...more

The customer portal of Apptivo enables your customers to access their tickets, invoices, answers right away from an external portal linked to your Apptivo account. The customer portal a...more

The Work Orders App of Apptivo allows you to send the work orders to customers for approval. When the work orders are sent for approval, the customers can approve or reject the work ord...more

Tags help you organize your contracts into groups and also allows you to view the list of contracts by particular tag. You can check if the By Tag view is enabled by navigating to Setti...more

Views are the filters that are easily accessible in the left navigation menu. Views can be configured as per your needs in the left side navigation of the contracts dashboard. Steps to ...more

While printing your documents in PDF, you might want your documents to be downloaded in a particular file name format. This can be configured effortlessly from the Print/Web Layouts of ...more

The Retainer Frequencies option available in the Contracts app of Apptivo enables you to determine how frequently the service is offered to your customers in the contracts. With Apptivo...more

The Emails activity of Apptivo allows you to view the emails from multiple email accounts added to your Apptivo account. You can also filter your emails easily based on different accoun...more

The radio button field available in the Master Layout of Apptivo allows you to add values and select an option from the given values. Let’s walk through the steps to add values to a c...more

The Contracts App of Apptivo allows you to add the default hourly rate of your resources. This default hourly rate can be changed from the Settings page of the Contracts App. Steps to e...more