Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by Todd Miner

opportunities_reports

This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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How to Access Apptivo From G Suite or Gmail

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

moreapptivo

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

remove contacts from

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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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by Todd Miner

Implementing Service Delivery Process Using Apptivo Apps

Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to collecting the payment from the customer. This is for their network installation service. Apptivo cloud solution certainly has business management apps to support this process. The ability and ease with which you can create this integrated…

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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

Install app

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

invoice_config

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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Properly Uploading Images for an Apptivo eCommerce Website

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

image_resize_mspaint

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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Invoices Overhaul! New PDF Template Builder & Other Invoicing Improvements – June 18th, 2012

Posted on 7:39 pm, June 18, 2012 by Todd Miner

invoice_pdf_template

This week was an invoices extravaganza! We made countless updates to our invoices app to accommodate many new requests from our customers like you! The app has a new refreshed look & feel, many new pieces of functionality, and a new & improve custom PDF template builder. You’ll also notice a fresh look for the…

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