All Questions

Login and access the Invoices App from the universal menu. Click on the More(...) icon and select the Settings. 
 On the Settings page, click on the Customize app and select the Prin...more

Apptivo CRM allows its user to create Tags across its objects and modules. Tags are nothing but labels that are associated with the Cash Management app to help you organize the bank and...more

Sales Receipts App allows you to record all the payments made. It will be very useful to track payment history. Steps to Record Payment Login and access the Sales Receipts from the univ...more

Bills of materials (BOM) are the list of raw materials that can be added to the item/product. It allows you to create and configure the item prices on the BOM class and choices. In addi...more

The List Layout of the Testimonials app in Apptivo allows you to configure the desired column sets in any view. Let’s go through the steps to configure the list layout in this applica...more

The List Layout of the Cash Management app in Apptivo allows you to configure the desired column sets in any view. Let’s go through the steps to configure the list layout in this appl...more

Cash Management in Apptivo enables you to manage all the payments and receivables in terms of cash for your business. To make this process organized, Apptivo allows you to add informati...more

Apptivo helps you to associate with all the other apps. You can perform the conversion by associating apps according to your needs. Testimonials app helps you to create Custom Conversio...more

Apptivo’s Call Log activity allows you to generate the associated object report with any apps efficiently. It allows you to generate the collated reports on call log activity with any...more

Connection Status in Call Logs helps you to record the status of the call type while logging a call. You can also allow to create and edit the connection status as per your preferences....more

Apptivo's Orders app allows you to customize your documents to be downloaded in a certain file name format when printing your documents in PDF. This can be configured effortlessly from ...more

Your company logo will appear at the top of the invoices, estimates, etc, and other communication that you send out. It will attach as a default signature in every outgoing email. Here ...more