Apptivo offers business software to all kinds of business and it helps to track the database and financial information of the particular industry . Let’s elaborate on how our apps will be used in electrician management industry. Electrician Management Workflow: All the companies will have their own workflow to run their business. Here is the…
Posts Categorized: Contacts
Why is my Calendar Sync not working?
Apptivo offers you with a bunch of awesome features and one among them is the ability to integrate with your google calendar. To ensure “Calendar Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Calendar Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data…
CRM Structure – Contacts vs Customers & Leads vs Opportunities
In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…
What’s so great about this thing called G Suite?
On March 9, 2010, Google launched G Suite Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, G Suite is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses…
Why is my contact sharing not working?
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…
Outlook Contacts Syncing with Apptivo
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…
Allow a Customer to View & Collaborate on Your Projects
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows…
Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012
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…
Contact Sharing Comparison
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…
How to Access Apptivo From G Suite or Gmail
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…
