How do I add people to my project team, what happens when I do?

Posted on 11:05 am, April 18, 2012 by kdevarakonda

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The Question: I understand the concept of building a Project Team, but I would like to get a better understanding of how Project Teams works specifically in Apptivo. The Answer: Project Teams are built from a combination of people from your Employees app, and also from your Contacts & Customers apps to handle various projects…

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What are Project Milestones, and How do I use them?

Posted on 11:05 am, April 18, 2012 by kdevarakonda

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The Question: I think I have a decent idea about what Project Milestones are, but I was wondering if a pro could give me a general breakdown on what a milestone is, and some guidance on how to create a good milestone. The Answer: Project Tasks and Milestones is the important feature of a Project…

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What are project templates, why would I want to use one?

Posted on 11:04 am, April 18, 2012 by kdevarakonda

The magnificence of a template is that you have a beginning point you can utilize over and over. The templates are a lifesaver which reduces the manual effort of starting to create a project from scratch. They are pre formatted templates that can be used to quickly create projects. When are Project Templates needed? The…

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What is project scope? How does this differ from the milestones?

Posted on 11:04 am, April 18, 2012 by kdevarakonda

The Question: I am fairly new to project management & Apptivo, and I’m a bit confused about project scope. From my understanding, a milestone sets the Project goals and limits of what occurs in the project, why is scope needed? The Answer: Project scope is actually what should determine the goals and limits of your…

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How do I record the payments for Invoices sent from Apptivo?

Posted on 11:03 am, April 18, 2012 by kdevarakonda

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The Question: I have read about the Invoices app, and I understand that payments are automatically recorded by electronic invoice system when a customer pays electronically…but what about if I mail the invoice to the customer myself? How do I mark the invoice as paid and note the details of how the customer paid me?…

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What happens when I email an invoice to my customer?

Posted on 11:01 am, April 18, 2012 by kdevarakonda

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The Question: I have read about the ability to email my invoices to customers and collect payment instantly, but how exactly does everything work? The Answer: So, assuming you already know how to create an invoice, the next step is to distribute this invoice to your customer.  The most common method of sending an invoice…

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What steps are required to create a new invoice?

Posted on 10:52 am, April 18, 2012 by kdevarakonda

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The Question: I am new to Apptivo and interested in using the Online Invoicing App. I’m a total newbie, so what information do I need to create an Invoice? Any steps to go through before I get started? The Answer: First off, if you haven’t yet, take a look at the Invoices Quick Start Guide…

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How do I set up the Invoices App to receive electronic payments?

Posted on 10:51 am, April 18, 2012 by kdevarakonda

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The Question: I have read about the Invoices App, and its ability to send an email to customers so they can pay instantly online. How do I go about getting my application set up to do this, where can I enter my Paypal information? The Answer: This is a bit of a loaded question, so…

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