Answered Questions

Visuals usually have a greater impact when compared to the text. You might have come across instances where you need to include a picture, logo of an image to bring a greater effect on ...more

TinyMCE is a collection of miscellaneous plugins. You can find the TinyMCE, a rich-text editor found online as an open-source software available. This accesses the text area and fields ...more

An electronic signature or eSignature is recorded in an electronic form which is intended to provide secure and accurate identification of the signatory. Apptivo is now integrated with ...more

Performance Dashboard helps you to analyze the achievements of your Sales Executives using a graphical representation, bringing in a major impact. The same is supported in the Opportuni...more

A trigger is a trading rule that performs actions based on an event. Anything that signals an action when an event occurs is a trigger event. Apptivo Triggers allows you to perform auto...more

Customers App allows you to convert your Customers to Contacts using the conversion feature. You can customize the conversion process as per your requirement. Let's take a quick walk th...more

Introduction Anything that signals an action when an event occurs is a trigger. Apptivo Triggers allows you to perform automated actions like updating an attribute based on a particular...more

This feature sends a notification whenever the criteria set are met by the records in the Apptivo Apps. Usually, notifications increase commitments by giving the customers or users an e...more

Every Business/Companies has its own list of Target List which keeps changing based on addition and deleting from them.  Based on the criteria a specific list is been created to be tar...more

The Reference field created can be used as one of the Trigger to Attribute in Send Email Actions of the Triggers creation. The master layout allows you to associates with other apps. Th...more

In Apptivo's Campaigns App you can make changes to the Email Template directly from within the Campaign itself. Enabling all its users to save time while making minor corrections. Steps...more

While sending out email campaigns it's always recommended that we do a test launch of the campaign to make sure that all the content is proper. And if there is any correction you can ch...more

Yes, your employees can now create their own Tags without accessing the Settings. Tags are created as Labels to group the records using relevant tags. You can fetch the contacts based o...more

Discount in the Work Orders App enables you to configure the position of discount in the Work Orders. So far, the discount field will be applied to all the items in a Work Order at the ...more

Access Level security gives the System Administrator (Super-User) the ability to restrict the access level and set up View/Edit access to his/her employees. Thus, the secondary level us...more