Questions by Category: "General configuration"

Our normal “Duplication Rules” feature would address this requirement if we were using a single firm. As we have multiple firms, these duplications are made available across the mul...more

The 360-degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and c...more

Apptivo has been allowing customizing and adding an unlimited number of attributes in the Master layout. To enhance the performance, we restrict adding the attributes from the Master La...more

Assignment alerts feature is one of a significant feature of Apptivo. You can set assignment alerts for the projects that you work by enabling the areas that you wish to get notificatio...more

Customizing the master layout to our usability is one of the most significant advantages in Apptivo. The table sections can now be converted to form sections. The modifications can eith...more

To be able to change your account password, you must know your existing password. Changing your password regularly can help keep your account more secure. Follow the steps given below t...more

Master Layout is a common feature in all apps. These are like business attributes that support you to customize your business with custom fields. One of the important and useful custom ...more

You can set your own preferred time zone for your business from the Business Settings page in the User Menu. Steps to Set Time Zone Login to your account and select the User Menu from ...more

Policies are usually adopted by organizations to follow a course if action. We have formulated password policies for Apptivo, which enriches the security setting of the company. Passwor...more

In general, notifications increases engagement by giving the customers or users an easy way to interact with your application. And in that way, Apptivo delivers you with a notification ...more

When you access your account, you see several pages that organize all of your various activities & collaboration data like Agenda, News Feed, Calendar, and Tasks. Some businesses mi...more

Once your business is set up in Apptivo, you will be most likely in need of interactive reports to monitor the various metrics. Besides the various standard dashboards and reports provi...more

The sorting feature in Apptivo invoicing software allows you to sort the views in either ascending or descending order. This can be customized with the criteria. You can sort the views ...more

This feature of forwarding allows a Gmail user to automatically forward incoming emails from gmail account into Apptivo. Go through the below steps to setup the forwarding process: Step...more

Business Settings allows you to disable or hide the Assignment Alerts Option from the account. This will entirely remove the Assignment Alerts option from the account. You could also pr...more