Role Based Access Control

Posted on 11:47 pm, November 7, 2012 by Maggy

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Role based access is a method of restricting access to authorized users within a business enterprise. In general, it is the capacity of an individual user to play out a particular task, for example, only view all the object records, create new records, or modify a record. These are characterized by work competency, specialist and…

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PROJECTS 4.0 – NEW LOOK

Posted on 5:48 am, October 27, 2012 by Ram Renga

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Apptivo continuously improves itself by adding new and updating features, with these new updates, we are stepping ahead with the Projects App. We have taken into consideration of what many of our customers have said and have come up with this new look and feel that we hope you will enjoy. NEW LOOK: Simplified navigation…

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Why can’t I upload my items?

Posted on 6:42 pm, October 12, 2012 by Maggy

Upload items is very simple when you have all your items nicely listed in an Excel sheet, but sometimes, you still may stumble across some problems. If you can’t seem to get your uploads to work, we’ve put together a simple checklist of what’s required. CSV files only – Make sure it’s CSV file excel…

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Invoices is getting a new look

Posted on 1:49 pm, October 6, 2012 by Ram Renga

As you know, we are constantly improving Apptivo invoices for business, adding new and updating features.  In addition to these features, we are moving to the next stage – improving the interface of Apptivo. We are trying to make all our customers happy with a new look and feel to the platform. About the New…

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Why is my contact sharing not working?

Posted on 12:17 pm, September 3, 2012 by Ram Renga

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Apptivo’s Contact Sharing for G Suite is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their G Suite accounts. This…

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Improvements to Invoices – Taxes and Promo Code

Posted on 11:50 pm, August 30, 2012 by Maggy

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This latest update of the Invoices App includes some additions to taxes, the addition of Promotional Codes in Invoices and more. Our biggest addition to Invoices is the ability to add multiple tax rates. As many of you have requested for it, and Apptivo being more customer centric, we have now implemented it for you….

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Outlook Contacts Syncing with Apptivo

Posted on 9:04 am, August 28, 2012 by Maggy

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Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing G Suite Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to…

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Visual Charts and Sales Reports for CRM & Marketing Apps Updated to 2.0 – August 8th, 2012

Posted on 12:29 pm, August 16, 2012 by kdevarakonda

The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…

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