Questions by Category: "Contacts app"

Now we can modify the dropdown, multi-select values of reference app fields. Before, you can only view the populated value from a reference object. Now you can edit the populated value ...more

Bulk actions in the Contacts app helps you to update multiple record details in a single update. When the contacts are created, in certain situations we need to update or edit a particu...more

Whether you're a small business owner or part of a larger enterprise, a customized Table View becomes a strategic asset. It empowers you to shape business strategies, propelling growth ...more

The Hierarchical view available in the Contacts app of Apptivo allows you to enable or disable fields effortlessly. This Hierarchical view is a part of the Master Layout present in the ...more

The Contacts app of Apptivo enables you to configure today’s date to be displayed automatically in a particular date field while creating contacts. This can be achieved through the Ma...more

The Contacts app of Apptivo enables businesses to carry out a single action on multiple records at a time using the Bulk Actions option in any view. This Bulk Action can be customized f...more

Sales Territory defines the geographical region in which your potential contacts reside. It may be based on the city, region, or country if your business is spread across the globe. App...more

System Messages are messages that are pre-defined. They are notifications that warn or inform people about certain behaviors. The Contacts App allows you to modify these system messages...more

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

The Contacts app in Apptivo helps in creating and managing all your business contacts securely. It helps in storing and tracking the contacts activity at all the stages. In addition to ...more

The Contacts app of Apptivo enables you to choose the employees and teams to whom a particular contact can be assigned. By configuring the Assignment Level, you can restrict to whom you...more

You can add suppliers of contacts individually or you can import the list of suppliers into the contacts App with a CSV spreadsheet file. Prepare the contact list with the supplier info...more

Store the detailed information about your contacts in the Contacts App of Apptivo. Territories are something that defines the geographical location of your clients so that you could foc...more

Many times, you would like to add your own custom attributes to Customers, Contacts, Invoices, Leads, and other applications. This is now made possible with Apptivo business management ...more

The Contacts app of Apptivo enables you to add tags while creating or editing contacts. This includes both App tags and Global tags. Let’s go through the steps to delete App tags in t...more