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Browse by Solutions
Answered Questions
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The App Naming feature of Apptivo provides you the ability to change the name of the apps as per your flexibility. This feature is available in all the apps which allows you to customiz...more
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Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available ...more
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Highlighting records has always been a great option to prioritize or differentiate different records. The highlighting feature in the Purchase Orders App allows you to have the purchase...more
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The Estimates app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized f...more
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For ease of remembering your application within the software, you can rename the app as per your desire. Apptivo Suppliers App allows you to customize the name of the App. Let’s take ...more
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The Invoices app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized fr...more
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The Leads app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized from ...more
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The Orders app of Apptivo allows you to manage the records of the orders from your customers. It also provides different advanced features for your order management. App Naming feature ...more
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The Suppliers app of Apptivo manages the records of the suppliers for your business transport. Actions allow you to provide access to individuals who are reputed to undertake actions in...more
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Apptivo's Cases App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Having a customized cases app w...more
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The Estimates app of Apptivo has a Master Layout that allows you to customize the fields displayed in your estimate app layout. The Function attribute field empowers businesses to perfo...more
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The SMS template feature of Apptivo is utilized while sending SMS as an action in Triggers. To use the SMS feature, it is necessary to add a phone number in the Contact Center App of Ap...more
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SMS Templates contain predefined content and it is used to send mass texts or individual text to your customers through SMS. The Cases app of apptivo allows you to create your own SMS t...more
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Data Sets in Apptivo give you the ability to provide access privilege of object records to a specific group of people. Depending on the assigned data sets the records will be available ...more
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The Cases app of Apptivo allows you to determine the employees and teams to whom a particular case can be assigned. By configuring the Assignment Level, you can control to whom your emp...more
