The Customers app of Apptivo empowers customers to mark a particular customer as an Affiliate partner and add a logo for the customer profile.
Steps to configure the Affiliate toggle
- Log into your Apptivo account and navigate to the Customers app. Here, select Settings → Customize App → Master Layout.
- Scroll down to the Additional Information section, there is a toggle field called Affiliate.
- To customize the Affiliate toggle, click on it. The Inspector tab comes into view in the right panel. Here, you can carry out the necessary customizations.
- Now, navigate to the overview page of a customer and scroll down to the Additional Information section. Here, the Affiliate toggle is listed. Enable the toggle to document the customer as an Affiliate.
- Once the toggle is enabled, the Logo field comes into view. Here, upload the logo and save the changes.
