Questions by Category: "Targets"

A custom view is a feature that allows you to search & filter a list of targets, then select the columns you want and save a shortcut for later. This view feature is standard, but t...more

First, you need to configure “Views” settings in order to display “Shared Views” in Targets App home dashboard. The custom views shared by other users of your business can be vi...more

Target tags help you organize your target list into groups and also allows you to view the list of targets by a particular tag.Tags are nothing but labels with one or two words, which w...more

In Targets app, Directory helps you to view the particular target using alphabets or to view all targets with the help of "All" option which is located at the top of the directory. At f...more

The Custom attributes are nothing but the fields which are in unique on your Targets App which can be created, modified and customized. You will also find your attributes of different d...more

Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your needs in the left side navigation of the targets dashboard. Ste...more

By customizing the Targets List Layouts you can view the fields of your preferred choice in the table format. The Targets List Layouts are used for displaying client particular informat...more

The homepage is the one which gets displayed first when the Targets App is accessed. By default, the “Targets Home” will be loaded when the targets app is accessed. This can be cust...more

The Useful Links in the Targets App are nothing but a list of the following, found in the left navigation panel: Manage Employees - This will redirect you to the Employees App, in a sin...more

Apptivo has many advanced features which 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. In ...more

The Time Based Triggers in the Targets App are utilized, when we have to execute a work process at certain situations based on time. Here, the frequency of execution can be set as “On...more

Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a particular criteria. The Targets App allows you to set triggers on Event ba...more

The 360° View gives you an overview of everything (contacts, customers, employees, leads, targets) that is associated with that target list. From here, you can also add or create objec...more

The targets app allows you to create dynamic target lists, by defining the desired criteria. Based on the criteria defined in the particular objects (Employees, Leads, Contacts, Custome...more

Apptivo Targets App has several configuration settings that allow you to adjust the way the app functions. Customizing the data level access in the Targets App enables you to restrict ...more