Featured Questions

In Apptivo CRM, data accuracy is ensured through a systematic approach. Users are prompted to complete mandatory fields when creating or editing records across various applications. Ste...more

Imagine you're analyzing a complex set of financial performance charts. To unveil the data of the charts, simply click the "Show Data Table" icon to view the records beneath...more

The Bill of Materials (BOM) functionality within the Apptivo Orders App empowers you to seamlessly integrate detailed product structures configured in the Items App into your orders. Le...more

Apptivo provides you the ability to create and send the Order to your clients. It allows you to create a detailed database of an item with its list of raw materials and sub-assemblies. ...more

Opportunities app allows you to print each opportunity information using the print PDF option on the overview page. You can set your own criteria to view the print PDF option. Let’s g...more

Apptivo allows you to print Invoice using the Print/Web Layout feature, which allows you to create and print Invoice layouts in PDF format. Within the application, you can access a deta...more

The Apptivo Opportunities App is a versatile tool for managing all business-related, offering information to enhance your conversion prospects. With Apptivo, you can easily generate PDF...more

Apptivo allows you to print opportunities using the Print/Web Layout feature, which allows you to create and print opportunity layouts in PDF format. Within the application, you can acc...more

Apptivo’s collaboration Activities helps us to manage and control the quick actions of common activity of all the apps in the left-hand menu views. Associated Objects Reports are used...more

Associated Object report in Apptivo helps you to get filtered and more accurate reports for the activities related to the Cases App. Mostly it helps to get the associated reports with t...more

Associated Object report in Apptivo helps you to get the accurate reports with filters for the activities related to the Cases App. Mostly, it helps to get the associated reports with t...more

Associated Object Report allows users to generate a report by merging the data from two apps in Apptivo by using the associated object reports. You can quickly generate a report on Foll...more

The contacts app allows you to create General reports by letting you easily fetch the required information from all other records of the contacts app. You can Insert attribute and get t...more

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly. If you want to view more cases of informat...more