The Customers app of Apptivo allows you to label a particular customer as an existing customer on enabling the toggle.
Steps to configure the Existing Customer toggle
- Log into your Apptivo account and navigate to the Customers app. Here, select Settings → Customize App → Master Layout → Customers.
- Scroll down to the Additional Information section, there is a toggle field called Existing Customer.
- To customize the Existing Customer 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 Existing Customer toggle is listed. Enable the toggle to document the customer as an existing customer.
