How to customize the Add Note option in the Estimates app?

Updated on December 23, 2020 04:56AM by Admin

The Estimates app of Apptivo allows you to add notes to the tables. These notes can be further customized to determine how the feature should display. You can configure it to display it as an inline or as a popup.

Steps to customize the add note option

  • In the Estimates app of Apptivo, select Settings from the App Header. Here, go to Customize App → Master Layout.
Estimates app

  • Scroll down to the Products/Items Sold table. Click on it to view the Inspector tab.
Products Table

  • In the Inspector tab, go to the Actions section. Ensure that the Add Note toggle is enabled. Then, click the Display Type dropdown.
  • You can set the Display Type to be Inline or Popup.
Display Type

  • Now, create a new estimate in the Estimates app.
Create Estimate Page

  • Scroll down to the Products/Items Sold table and select the Add Note option.
Create Estimate

  • If Inline is selected as the Display Type, then the Notes field will apply as an inline in the Products/Items Sold table.
Inline

  • If Popup is selected as the Display Type, then the Notes field will apply as a popup in the Products/Items Sold table.
Popup