Answered Questions

Using the cases app, you can automatically update the status of the case with ease. You can automate the status updation in three different ways as follows: Triggers - when the set trig...more

By using the Reports feature in Apptivo’s Cases app, you can generate reports based on different criteria to get insights into your data. One of them is generating reports on Emails s...more

Apptivo’s Export feature in the cases app allows you to export your cases in large numbers. It helps you to export the cases even if you are having more than 5k cases on the list. And...more

A service-level agreement (SLA) is part of a service contract between you and your customers. In Apptivo, You can generate reports on whether the received emails are responded to within...more

You can import the standard and custom tables by using the grouping attributes option in Import. Also, update the existing record’s table values with ease using this option. Let's say...more

Apptivo provides a separate application to manage your shipment process with ease. The shipping app allows you to void the shipment, which means canceling or stopping a shipment that ha...more

UPS integration with Apptivo allows you to track and manage your orders with UPS directly within Apptivo, streamlining your business processes. With this integration, you can quickly an...more

As a user of Apptivo CRM, there are times you want to get a copy of your tasks. Apptivo allows you to bulk export tasks in CSV format which helps you to keep track of them whenever and ...more

Apptivo integrates with Sign.co to help you to get documents signed digitally within the App. To enable eSignature in Apptivo make sure to have an account in Sign.co and integrate it wi...more

Avail smooth access of your Contracts with Apptivo. You can track the contracts associated with your Cases or Projects easily using usage tracking. You can link the contracts associated...more

Apptivo allows you to provide access to your employees to view the tasks of all employees. You can provide access by configuring the business settings as shown below: Steps to view Empl...more

Authenticating your Office365 email with Apptivo allows you to sync your inbox and sent emails. With the help of this, you could keep track of your emails on any of the platforms while ...more

You can move your customers to the target list, for the marketing team to look into the same. You can add customers to the target list in Apptivo Customers App in two ways. Access Targe...more

Apptivo allows you to automate the status of your cases based on the signed status of the case document. It also allows you to configure eSignature to securely send your documents for e...more