All Questions

Apptivo’s Add-in in Outlook enables you to perform a number of actions from your Outlook page. This includes creating an opportunity and storing them in your Apptivo’s Opportunities...more

The collaboration tools available in the Sales Returns App helps to create events, notes, tasks, or send emails. You can also map the values present in the fields of the overview page o...more

The Requirements App of Apptivo has a left navigation panel that ensures easy filtering of the required data. The By Queue section in the left navigation panel allows you to easily filt...more

The Requirements App of Apptivo has a By Queue section in the left navigation panel that allows you to easily filter the requirements assigned to you. You can quickly view, edit, or del...more

Requirements App allows you to customize the default 360-degree view in the requirement creation page to view the records collaborated with a particular requirement. Steps to customize ...more

The Requirements App of Apptivo allows you to view the requirements assigned to your employees from the By Queue section in the left navigation panel. You can quickly view, edit, or del...more

The Kit Orders App of Apptivo allows you to customize the default app shown in the 360-degree view tab of a kit order. This helps to easily manage the associated records easily from oth...more

The Sales Returns App of Apptivo allows you to create tasks with the information available on the overview page of the sales return. By this, you can map the values present in the field...more

Documents If documents were added, deleted, downloaded, emailed, and renamed, you can receive email notifications about actions performed on documents. Steps to Configure Documents Logi...more

The Requirements App provides a point for your business to form and collaborate on requirements to improve the operations of your business. Requirements App Collaboration helps you to c...more

The Promotions App provides an easy method to organize and execute sales promotions for your customers. Promotions can be used as a storage area to track current and past sales, and als...more

The App Builder of Apptivo allows you to create your own custom applications that can be customized according to your business purpose. You can control the security actions listed in th...more

The timesheet is the date range of hours to be included in the timesheet. You cannot add tasks beyond this date range. The timesheet period can be set to standard 1 or 2 weeks, Monthly ...more

While creating the kit orders, it can be assigned to you, your employee, or to your team. At first, configure the views of the Kit Orders app. Let’s walk through the steps to view the...more

The Requirements App helps clearly define quality standards for your product database, as well as assisting to define the scope for your company projects. The requirements app is a cent...more