Questions by Category: "Contacts"

The “Notes” tab in the Contacts App will display a list of all the previous notes and a “Create Note” button. The Notes can be configured in four ways: Enable Notes - This allow...more

This feature allows you to view the list of Unresponded Contacts, enabling you to filter the list of Contacts which are not properly responded. You can view your contacts as well as you...more

The users who have accounts in Contacts App can view the Useful Links in the left navigation panel. You can view objects such as Manage Employees Manage Teams Quick Links Integrating Ap...more

The Event Based Triggers in the Contacts App are utilized, when we have to execute an action after the occurrence of a certain event. Here, the trigger can be set for the events like Co...more

The Export feature in the Contacts App allows you to export the contacts and take a backup of all your contact data into a spreadsheet (in CSV format), in just a few simple steps. There...more

In Apptivo CRM, you can associate notes with the customer records by specifying the required details. In contacts app, you can easily import more than one notes. Every note that you ass...more

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly. There are some default views provided in th...more

Build object relationships by keeping track of organization hierarchies, partnerships, and all your contacts' connections. Relationship Type in Apptivo enables you to see the relationsh...more

You all would be aware of the Data Level Access in Apptivo, which restricts access to required individuals so that the records assigned to them alone can be accessed and worked upon. Da...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

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

Apptivo and Office 365 is an entirely cloud-based solution for your business organization. With Apptivo’s Contact Sharing, stay up to date and get connected to every contact throughou...more

On successful configuration, two new groups will appear inside of each user’s Google account:   Apptivo [Company Name] Contacts Apptivo [Company Name] Employees All contacts sync...more

Apptivo on integration with Office 365 helps you to sync and share all your contacts from Office 365 to Apptivo and vice versa. It is similar to Google contact sharing. There are a coup...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