Questions by Category: "Distributors"

Most of the firm would not want to pay the accounts that is opened  for all contract employees who join as an intern or on temporary basis. Here are a couple solutions. Read the follow...more

Log into your Distributors App and select Settings from the App Header. Select Customize App -> Master Layout from the left navigation panel in the Settings page. The Master Layout ...more

The Distributors App of Apptivo allows you to associate projects with the distributor record. You can also create projects and associate them from the 360-Degree tab of the overview pag...more

The 360-degree tab available on the overview page of a distributor in the Distributors App enables you to view and manage the records associated with other apps. In addition, you can al...more

Distributors App in Apptivo helps you to manage all the distributor’s information and handle all activities related to Distributors in one place. With the Apptivo Customization, you c...more

Distributors App from Apptivo allows you to add the Leads lists depending on the location of the distributors handling areas. With that, you can create the Projects that are associate w...more

You can remove or hide any fields in the Create Distributor page of the Distributors App. Consider hiding the Category field from the Create Distributor page. This will also be reflecte...more

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to customize data level access Log in ...more

With the Apptivo Customization, you can customize the Distributors app Left panel Views per your preferences. Usually, the Distributors app helps you to manage all the distributor’s i...more

Apptivo helps you to customize your application as per your requirements. In that List Layout, there is an option to customize your view for the Layout lists. For example, if you want t...more

Steps to Configure Loyalty Program Log in and access Distributors App from your universal navigation menu bar.   Create a new distributor or select an existing distributor. Click on �...more

Advanced features are disabled by default, to keep our app simple. Enable a feature here, and it will become instantly visible in all objects within this app. Steps to Customize Advance...more

Revenue by market allows you to view the revenue of a particular market. For example,if you want to know the total revenue by market, where market is the criteria, all the customer reco...more

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to customize default 360 app Log in an...more

The Distributors app of Apptivo allows you to manage information related to your distributors. In addition, you can also create different categories and group your distributors based on...more

Custom attributes Custom attributes or the Master layout are the common features for all apps. These are like business attributes which support you to customize your business with the c...more

The distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to view Distributors Follow up Log in ...more

Message templates allow you to set up pre-defined messages. These are customized email messages that you can send to your distributors. Steps to Create Message Templates Log in and acce...more

Log in and access the Distributors app from your universal navigation menu bar. Click on the "Settings" icon located at the App header bar. Click on the “Employees Range” from the ...more

Log in and access Distributors App from your universal navigation menu. Click on the More(...) icon and select the Settings. In the Settings page, click on Distributors and select the ...more

Revenue by territory which extracts the reports of particular territory’s revenue. Basically this allows you to view the income of the particular area. Here the report is based on the...more

Steps to Perform Bulk Deletion Log in and access Distributors App from your universal navigation menu bar. Click on “By Directory” and select "All" from the left navigation panel. ...more

Distributors App allows you to change the information of segment using "Edit" option. Steps to edit segments in distributors Log in and access Distributors app from your universal navig...more

Steps to customize segments Log in and access Distributors app from your universal navigation menu bar. Click on “More -> Settings” icon located at the app header bar. Click on ...more

Follow up is a process of monitoring the existing distributors in a future period. Follow up schedule needs to be maintained in order to avoid missing potential business. Steps to Sched...more

Steps to Add Distributor to Target List Log in and access Distributors app from your universal navigation menu bar. Click “By Directory” and select “All” from the left navigatio...more

Steps to edit markets in distributors Log in and access Distributors app from your universal navigation menu bar. Click on "More -> Settings" icon at the app header bar. Click on "D...more

Distributors app allows you to import distributors from other sources. This will minimise your work of creating distributors manually. Steps to import distributors Log in and access Dis...more

Distributors App allows you to add Ip addresses. You can add it using "Add" option provided in "IP Address" section. Steps to add IP address in distributors Log in and access Distributo...more

You can create Markets by two different means in the Distributors App: Creating from the Settings page Creating from the Overview page Creating from the Settings Page Log in and access ...more

Log in and access Distributors App from your universal navigation menu bar. You will be navigated to the Home Page of the Distributors App. Click on the "By Market" dropdown from the l...more

Distributors app has standard default reports. You can able to search your requirements and save it as reports. Steps to Generate Reports in Distributors Log in and access Distributors ...more

Log in and access the Distributors App from your universal navigation menu bar. You will be redirected to the Distributors App. Click on "By Directory" from the left navigation panel. ...more

The Distributors App of Apptivo allows you to associate records from other apps. You can add contacts that are related to the distributors. You can also create a new contact and add it ...more

The Number Generation feature of Apptivo allows you to customize the numbering of records. Find the steps to customize the number generation feature in the Distributors App. The Number ...more

Steps to customize distributors uniqueness check Log in and access Distributors app from your universal navigation menu bar. Click on "Settings"   icon located in the "more" option at...more

Log in and access the Distributors App from your universal navigation menu bar. You will be redirected to the Home Page of the Distributors App. Select By Category from the left navigat...more

  Distributors App has several groups of configuration settings that allow you to adjust the way the app functions. To configure your Distributors App, start off by Customize Distribut...more

Distributors App from Apptivo allows you to add the Leads lists depending on the location of the distributors handling areas. With that, you can add the existing lists to the specific r...more

The Distributors app allows you to easily organize your distributor contact information, and schedule activities related to the distributor. Steps to Create a Distributor Log in and acc...more

The Distributors App of Apptivo allows you to search for the desired records using the Simple Search and Advanced Search option. While Simple Search performs a search over all the field...more

Distributors App allows you to store the personal details about the distributor, also with their employee details. You can view all the created distributors under "All" menu. You are al...more

You can view all the deleted distributors under "Deleted Distributors" tab. you can also restore those distributors using restore option. Steps to View Deleted Distributors Log in and a...more

Steps to Duplicate Distributor Information Log in and access Distributors App from your universal navigation menu bar. Create new distributor or select an existing distributor. Click on...more

The Distributors App of Apptivo allows you to categorize the distributors. With this, you can easily group your records. Additionally, you can also edit the categories from the Settings...more

News Feed By default each and every event will be displayed in news feed on the distributors’ home dashboard. This significant feature is common in every app. You can stop displaying ...more

Log in and access the Distributors app from your universal navigation menu bar. Create a new distributor or select a distributor you would like to email. Select the “Email” tab foun...more

Distributors app allows you to create all your distributors inside the app. You can view all your distributors using the "All" tab. It can also be deleted using the delete option provid...more

Steps to View Disabled Distributors Log in and access Distributors App from your universal navigation menu bar. Click on “Disabled Distributors” from the left navigation panel.  Yo...more