What is the use of Affiliate toggle in the Customers app of Apptivo?

Updated on February 9, 2021 05:04AM by Admin

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.
Customers app

  • Scroll down to the Additional Information section, there is a toggle field called Affiliate.
Additional Information

  • 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.
Inspector tab

  • 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.