Questions by Category: "Contacts"

Tags are labels with one or two keywords that's associated with the Contracts to organize the data in personalized way. It allows to group records from various category by a common name...more

The last time a call or email was send out for a contact will be logged in the last contacted field. This is automatically done by the "Last Contacted" field based on user actions in th...more

Contacts app master layout allows you to link contacts app with other apps. The first and foremost thing that you have to do is create custom fields. Then select the application you'd l...more

The aim of Apptivo CRM is to reduce the manual work while creating, updating or deleting records. Consider a situation where you want to import the records into Contacts App. Also while...more

In Contacts App settings, Actions options allows the privileged users who are deputed to perform actions.  Some of the actions include    Create     Add N...more

The Approval flow supports business processes that allowing complete collaboration and follow-through to make sure your contracts are logged correctly and viewed by your manager. App al...more

In you are dealing with business to business, its mandatory that you create as well as maintain an up to date database of the decision makers and other marketing contacts. The marketing...more

One of the biggest hurdle that is faced by many small business while dealing with B2B customers is the losing contact with the "influencers" in the purchasing organization. Therefore, i...more

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 allo...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 ...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