Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by Todd Miner

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Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

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Contact Sharing Comparison

Posted on 11:48 am, July 25, 2012 by kdevarakonda

See below for a comparison between Apptivo’s Google Contact Sharing App and some of our competition.   Apptivo Shared Contacts Gmail Contact Sharing Florey Shared Groups # of Shared Contacts Unlimited Unlimited Unlimited # of Shared Contact Groups Unlimited Unlimited Unlimited Sync Interval 5 mins 30 mins 5 mins Contact Management View, Create, Edit, and…

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How to Access Apptivo From G Suite or Gmail

Posted on 12:59 am, July 19, 2012 by Todd Miner

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G Suite is an arrangement of keen applications including Gmail, Docs, Drive and Calendar to connect the people in your organization. GSuite integration with Apptivo helps you to connect all the tasks in one place and get the work done. It helps to, Collaborate and communicate with your team members in a centralized place. Sync…

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Remove Shared Contacts Without Deleting from Google

Posted on 6:16 pm, July 18, 2012 by Todd Miner

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Apptivo Contacts Sharing is here to enable you to synchronize and share your contacts in G Suite. Offer your contacts– employees and business contacts for every employee in your firm. Contact data once updated is shared with all employees over your firm. There are many cases where a user may have a business contact shared…

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Building Employee Teams for Contact Sharing

Posted on 9:27 pm, July 17, 2012 by Todd Miner

Creating a team in Apptivo allows you to both restrict access to contact for groups of employees, and also allow you to create additional shared contact groups in Google. A new team will be created, and you can select any number of employees as members of the team. Once the team is created, a Google…

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Install & Configure Contact Sharing From G Suite

Posted on 4:02 pm, July 16, 2012 by Todd Miner

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This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…

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Collect Money That’s Yours

Posted on 5:00 am, July 5, 2012 by Maggy

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How many times have you felt like you wanted to scream at a late-paying client? We’ve all been there. First few days after the payment is due is okay, but when it comes to be 30, then 60, and maybe even 90 days after due, that is just unacceptable. That’s why Apptivo has made it…

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