Answered Questions

You can view all your employees’ tasks, by configuring business settings. Steps to view Employees' Tasks Log in to your account and click on the User Menu located at the top right cor...more

Connect to your Apptivo account and select Follow Ups from the left panel on the Home page. You will be navigated to the My Follow Ups activity. The list of views available will be lis...more

Documents App of Apptivo has App Folder where the documents are neatly arranged in folders. Each folder contains documents associated with a particular app. Whenever a document is added...more

Log into your Apptivo account and navigate to the Projects App. In the Projects App, select Settings from the App Header. You will be navigated to the Settings page. Select Customize A...more

Connect to your Apptivo account and select Emails from the Home page. You will be redirected to the Emails activity. Here, you can perform two types of searches. Simple Search Advanced...more

Documents If Documents were added, deleted, downloaded, emailed, and renamed. You can receive email notifications about actions performed on documents. Steps to Configure Documents Logi...more

Documents If documents were added, deleted, updated, emailed, and renamed, you can receive an email notification about the actions performed in documents. Steps to Configure Documents L...more

Manager flow An employee who creates a business account will be considered as “SuperUser”. Superusers can access all data created by employees. Steps to assign a manager to employee...more

Employees App helps you to maintain all your firm employees’ details at a single source. Once the employee quits the job or been terminated from services. You can end employment for a...more

Go to the Miscellaneous Receipt App in your Apptivo account. Click Settings from the App Header. You will be navigated to the Settings page. Choose App Behaviour → Warehouses from th...more

Connect to your Apptivo account and go to the Miscellaneous Receipt App in the Supply Chain category. You will be redirected to the Miscellaneous Receipt App page. On the Home page, the...more

Log into your Apptivo account and select the Miscellaneous Receipt App from the Supply Chain section. In the Miscellaneous Receipt App, select Settings from the App Header. In the Sett...more

Sales Receipts allows you to configure two types of Triggers. Event-Based Triggers - Here, an action occurs when an event is created, updated, or deleted. Time-Based Triggers - Here, an...more

Login and access the Sales Receipts app from the universal menu. Click on the More(...) icon and selects the Settings. In the Settings page, click on the Sales Receipts and selects the...more

A number of views are available in the left panel of the Miscellaneous Receipt App. When a view is not required, it can be disabled. In the Miscellaneous Receipt App, select the Setting...more