Answered Questions

The G Suite IMAP integration enables authentication using the Apptivo Emails App. Using this, you can enable the email sync between your G Suite account and Apptivo, without providing t...more

Every employee in your business can connect their IMAP email server accounts, which allows you to Sync Email Accounts with Apptivo. Preferences in Apptivo help you to set up and sync e...more

Employees App permits to provide access to the users who are reputed to view Global Search in Employees App. The users who have privilege for Global Search are able to access "Global Se...more

Employees App allows you to provide access to the users who are reputed to view Settings option in Employees App. The users who have privilege for settings are able to access "Settings"...more

Employees App allows you to provide access to the users who are reputed to view "Advanced Search" option in Employees App. The users who have privilege for reports are able to access "A...more

Employees App allows you to provide access to the users who are reputed to view Reports in Employees App. The users who have privilege for reports are able to access "Reports" icon fou...more

Employees App allows you to provide access to the users who are reputed to view Notification in Employees App. The users who have privilege for notification are able to access "Notifica...more

Notes Tab has several groups of configuration settings that allow you to adjust the way the app functions. To configure your Notes Tab, start off by Steps to Customize App Log in and a...more

One of the ways to take your business to the next level is the ability to integrate a business card scanner. And Apptivo offers you this feature! For instance: Consider you are at an ev...more

Items app allows you to delete an item that is created before. You can delete the items in bulk and if required, restore them from the trash. Steps to Delete an Item Log in to Apptivo ...more

Our normal “Duplication Rules” feature would address this requirement if we were using a single firm. As we have multiple firms, these duplications are made available across the mul...more

Auto-capturing the ISD code while filling the phone or mobile numbers for that specific country filled in the address field. When a customer fills the phone numbers ISD code for that pa...more

The "customer" will be the business entity you are working with. The "contact" is the individual person/employee of the customer with whom you would be in constant touch until the deal ...more

The Apptivo had made a nip here and a tuck there to lessen the work of creating activities. Have you ever thought that it was a redundant work to enter the Customer details once agai...more

Apptivo provides you with a new feature of setting the values of your items based on the selected UOM (Unit Of Measure) categories. While creating an Invoice for the Products or Items, ...more