Contacts App Security Roles & Privileges

Posted on 9:20 pm, June 29, 2012 by kdevarakonda

Many organizations would want to have their business data to be private, restricting the access to all of their employees. A member of your sales team would not want access to the financial apps. In that case, having employee privilege and role based authentication will help in efficient managing of data across your business. With…

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Properly Uploading Images for an Apptivo eCommerce Website

Posted on 11:13 pm, June 19, 2012 by Todd Miner

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This article will explain how to take the proper steps to re-size and upload your product photos into the Items App. These images can then be published to your Apptivo eCommerce website. We’ll cover the steps to determine what type of image size you need, then we’ll cover the basics of proper re-sizing so the…

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Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?

Posted on 10:12 pm, June 14, 2012 by Todd Miner

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Most of the early CRMs were contact centric by design, but many that came out in the last decade allow you to tailor the software to your needs. Apptivo allows you to implement either style of CRM, depending on your business requirements. A Contact Record forms the center of the universe in Contact Centric CRM,…

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How do I use Timesheets to be compliant for H1B Visa employees?

Posted on 4:41 pm, May 18, 2012 by Todd Miner

H1B Visa Timesheet

What is a H1B visa? An H1B visa is an employment-based, non-immigrant visa category for temporary skilled workers.  To obtain this visa, an employer must offer a job and apply for the H1B visa petition with the US Immigration Department.  If approved, this petition is a work permit which allows you to acquire a visa…

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Free G Suite Contact Sharing with Advanced Level Permission Settings by Apptivo

Posted on 9:17 pm, May 16, 2012 by Todd Miner

What is Contact Sync? Contact sync is the process of allowing all members of your G Suite domain to share contact information between each other. By using the Apptivo CRM apps, your entire company will have instant access to all employee & business contact information such as phone, email, etc; all available through the Gmail…

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How do I export all of my leads from Apptivo?

Posted on 5:59 pm, May 8, 2012 by Todd Miner

Export Leads from Apptivo For the purpose of reporting and showcasing, you must have the capacity to send out your information consistently. As well as taking a backup of all the qualified leads on a regular basis is the most essential step for your business, and Apptivo’s export feature is quite an effective one! Apptivo…

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How do I collect payment through Paypal for online invoices?

Posted on 11:15 pm, April 25, 2012 by Todd Miner

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If you have already read the guides about getting started with the invoices app, and how to set up the invoices app to receive electronic payments, then it's time to connect your existing Paypal account to Apptivo! This specific tutorial is for connecting your Paypal account. Apptivo also offers the ability to integrate with either…

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