Questions by Category: "Customers"

Using the Master Layout feature, you can add and configure the sections and attributes. In the case of the Date field, you can add the date in two ways i.e, Static and Dynamic. If you w...more

Using the Master Layout feature, you can enable/disable the fields from the Hierarchical view. You can disable the entire section or the attributes. Once you enable/disable the fields, ...more

You are allowed to restrict access for your left panel views which is an additional measure introduced for security purposes. This security measure is common for all app's collaboration...more

Apptivo allows you to sync your QuickBooks online account with Apptivo’s Customers app. This includes both one-way sync and two-way sync methods. Two-way sync helps in syncing your Ap...more

Customers App allows you to create Markets and Segments. Based on your marketing strategies you can search for the customer who belongs to certain categories, markets, or segments. To r...more

Email templates are pre-defined email formats. If you have to regularly send out the same emails to your leads, contacts, and customers, it saves time if you use email templates.Email t...more

Views are the filters that are easily accessible on the left menu. Views can be configured and set as per your needs.  To view all the menu options in the left navigation panel of the ...more

A 360-degree view means the user can view all the tabs in his homepage at a glance.  This is an important feature in Apptivo CRM because you can download all the applications that you ...more

Collaborative CRM is an approach to customer relationship management (CRM) in which the various departments of a company, such as sales, technical support, and marketing, share any info...more

Apptivo Customers App provides you the option of removing the associated contacts of a particular customer. Follow the below steps to follow. Steps to Remove the Customer Contact Associ...more

Using the Master Layout feature, It’s possible to set Visibility Conditions for the fields in the Customers app. You can set Visibility to a specific field using the Set Criteria opti...more

Tags are labels attached to the Customer app. These help you to organize the customers in a personalized way. You can create multiple tags from the creation page and also update the exi...more

As a CRM user, you need to be aware of the fact that only privileged users can delete customer records. However, the records can be deleted only after all the associated objects are rem...more

If a certain customer is no longer associated with your business, then it makes no sense in keeping his record in your database. The wise thing is to remove his records. This is possibl...more