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

Organize and store the records of your customers using the Customers App. You could create your own print/web layouts by adding the attributes you would like to include on the print ver...more

The Email templates feature of Apptivo allows you to create predefined templates that you can use while sending emails to your customers, contacts, suppliers, or employees. This email t...more

The Help text option of Apptivo allows you to add information related to the fields available. This will help the employees to easily fill out the data while recording the information. ...more

The PDF template in each app of Apptivo allows you to create templates for your PDFs with the desired fields. The Customers App of Apptivo allows you to print the record of the customer...more

The Advanced Search feature in Apptivo allows you to perform a field-based search wherein the search will be carried out specifically in the selected fields. Apptivo has the provision t...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

The set or the collection of data is called a dataset. In other words, the dataset is the ordered collection of data. The Customers app of Apptivo provides you the ability to create dat...more

Sorting is one of the table management tools. You can organize the data in the table in ascending or descending order by using the Sort Option. If you have text, you may arrange the dat...more

The prime advantage of the advanced search feature in Apptivo is it allows you to perform searches based on the values in a particular field. It can also simultaneously carry out field-...more

The Customers app of Apptivo allows you to determine the employees and teams to whom a particular customer can be assigned. By configuring the Assignment Level, you can control to whom ...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