Browse by Solutions
Browse by Solutions
Answered Questions
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 informati...more
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In today's fast-paced work environment, effective task management is crucial for maximizing productivity and efficiency. To simplify this process, Apptivo introduces “Assigned To" dyn...more
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Unlocking seamless customization across all applications, users can now effortlessly tailor their table layout using the 'My Layout' feature. This powerful functionality empowers indivi...more
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The Leads App from Apptivo is your go-to option for streamlining lead management. You can use the trigger functionality to start actions in reaction to specified occurrences. This allow...more
