All Questions

The Global Search feature of Apptivo allows you to perform a complete search over the entire Apptivo system. You can configure the applications where the data has to be searched. Steps ...more

The ‘Shared With’ feature of Apptivo allows you to share your notes with your employees. Whenever a note is shared with an employee, an email will be generated to that employee. In ...more

The Candidates App of Apptivo allows you to perform an Advanced Search option with the information generated by the system automatically like the date when the candidate profile was cre...more

Log into your Apptivo account and go to the Candidates App. Select the Settings icon from the App Header. In the Settings page, go to Customize App → Sort Ranges. The Sort Ranges pag...more

Log into your Apptivo account and navigate to the Opportunities App. Click the Settings icon from the App Header. In the Settings page, select the Reports → Sales Stage Report from t...more

Log into your Apptivo account and select the Emails Activity from the left navigation panel. In the Emails activity, perform either a simple search or advanced search in the Search bar....more

Cases App allows you to print your work order information using the Print PDF option on the overview page. To perform the print actions, you have to enable Print PDF Toggle from the Set...more

Before providing the details in the Orders app to set up the Stripe payment method, you’ll need to create an endpoint and enable the events in Stripe. To set up your Stripe payment ga...more

Scheduling of an Event can be done through the Calendar Tab of your Work Order. Billable tasks that are to be included in the invoices should be added to the tasks tab. Once you have cr...more

Log in and access Work Orders app from your universal navigation menu bar. Click on the "Reports" icon located in the App Header bar. On the landing page, you can view various kinds o...more

The Contact Center App of Apptivo allows you to send and receive SMS from it’s dedicated SMS section. Log into your Apptivo account and navigate to the Contact Center App. Select the ...more

While managing the Cases app you should be careful in assigning the access level. In order to improvise the security level, Apptivo has come up with the Access level feature to allow yo...more

Apptivo Estimates allows you to create your own PDF template which then can be sent to your customers for Approval. If on creating an estimate for a case, then you can add your task det...more

Apptivo Orders app allows you to set discounts for your Orders while creating the Orders with the discounted rate. You can set up the discounts in two ways: At Order Header - With this,...more

Log in to your account. On the home page, click on the “Tasks” from the left navigation panel. Click on the “Advanced Search” icon from the "Search" bar. The Advanced Search s...more