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I want to customize my master layout for customers app. I want a drop down where user picks one of my pre-configured employee names. How to setup this? Which palette element to select?

June 23, 2022 11:36am by Apptivo FAQ | Share
is there an option to integrate our website with Apptivo CRM?

May 31, 2022 12:49pm by Apptivo FAQ | Share
How to disable sharing the document with portal users by default?

February 25, 2021 08:21am by Apptivo FAQ | Share

Posted In: Documents
Where can I find serial number after order is shipped

November 12, 2021 06:30am by Apptivo FAQ | Share
How to create a view that has conditional operators

August 10, 2022 08:15am by Apptivo FAQ | Share
Use of group and set attribute in contacts

December 16, 2022 01:01am by Apptivo FAQ | Share
can we white label the Apptivo account?

May 31, 2022 12:47pm by Apptivo FAQ | Share
How to add condition in Shared view

August 10, 2022 08:12am by Apptivo FAQ | Share
how to back up our data?

May 31, 2022 01:01am by Apptivo FAQ | Share
Difference between set and group attribute

August 10, 2022 08:36am by Apptivo FAQ | Share
how to add lead in apptivo?

October 28, 2021 03:28am by Apptivo FAQ | Share
Supplier invoices and purchase orders

July 21, 2022 03:11am by Apptivo FAQ | Share
How to onboard our data?

May 31, 2022 01:11am by Apptivo FAQ | Share
how to prevent duplicate records

May 31, 2022 01:49am by Apptivo FAQ | Share
Sales Stages in opportunity

July 19, 2022 11:13am by Apptivo FAQ | Share

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