Featured Questions

Opportunities App in Apptivo allows you to add the sales stages for the Opportunities. When a lead becomes an Opportunity, multiple steps are carried out to convert it into a customer. ...more

CRM (Customer Relationship Management) apps in Apptivo allows you to search based on dates of creation and modification. To make your work easier, Apptivo has Advanced Search features f...more

Apptivo’s Answers App allows you to change the view of the Default Home Page. In Views function, you can customize the views of the Default Home Page View and the Left Panel views. St...more

List Layout settings in Answers App allows you to customize the layout field as per your business need. For instance, If you want the lists to be shown with the Question Text, Date Aske...more

Contacts App in Apptivo is a powerhouse of all contacts associated with the business. It includes both customers and suppliers. Apptivo enables you to print the contacts in PDF which ca...more

Apptivo enables you to use advanced search features while generating Associated Object Reports. You can use operators to filter your records. For Instance: Let us perform this operation...more

Customers App in Apptivo has clear-cut features that allow you to perform a number of operations on your Customer’s records. Apptivo’s CRM Apps allow you to print records as PDFs. A...more

You can now add the image while sending an Estimate to the recipients. Estimates might require the inclusion of images for easy reference and identification. With Apptivo, you can now a...more

Items App in Apptivo empowers you to decide whether an item can be back-ordered. You can allow back-ordering for more than Item at a time using Bulk Actions. Go to the Show All page in ...more

Shipping App enables you to print the records as a PDF. PDF is widely used across the globe as it assists in retaining the document layout. Shipping App in Apptivo allows you to create ...more

CRM (Customer Relationship Management) apps like contacts, leads and customer apps are a great tool for businesses. You can decide the flow of contacts and how they are accessed. When a...more

Using Ref App fields you can fetch records from any other apps in Apptivo. By using Master Layout you can select the attributes that you wish to include. You can simply drag & drop ...more

The filtering feature has always been a great tool to simplify the work. It helps in grouping records according to your requirements. There are instances where records need to be groupe...more