Online Project Management, Time Tracking, and Customer Invoicing in Apptivo

Posted on 3:09 pm, January 5, 2013 by Todd Miner

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Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project.  Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets.  Our solution includes the capabilities to completely…

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Zipmark eCheck Gateway – New Payment Option for Invoices

Posted on 7:59 pm, December 20, 2012 by Todd Miner

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Does your business want to collect payments from an online gateway that support eChecks that let customers pay directly from their bank’s checking account? If so, Apptivo now has the solution. We’ve partnered with a revolutionary new payment processor called Zipmark. By teaming up, Apptivo’s online invoices app now allow you to generate electronic invoices,…

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Suppliers, Recruitment in 4.0 & Invoices App Improvements – Dec 17, 2012

Posted on 12:00 pm, December 20, 2012 by Ram Renga

Introduction We are happy to announce that this week Apptivo released more features in many apps. A new look was added to the Suppliers app, and we’ve completely revamped our recruiting tools for the recruitment & candidates applications. Customize menu views were added in the Projects and Contacts App. Also, we’ve added one of our…

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Why is my Task Sync not working?

Posted on 11:02 am, December 14, 2012 by Ram Renga

Contact access level

To ensure “Task Sync” works properly, we should ensure that Data Access is enabled in G Suite and “Tasks Sync” is enabled in Apptivo. Let us see how to enable these two: Enabling Data Access in G Suite Login to your G Suite account www.google.com/a/cpanel/xyz.com and make sure you are logged in with a Super Admin account….

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How Recurring Invoice Can Help your Small Business

Posted on 10:17 am, December 12, 2012 by Maya Pillai

Recurring Invoice

I work for multiple clients and I have to send invoices on a repeating basis. Sometimes it can get a bit tiring working manually on invoicing. That is when one of my acquaintances introduced me to Apptivo, a popular online invoicing service that provides businesses the option of recurring invoices and many other features that…

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Business Application Updates – Dec 03, 2012

Posted on 2:24 pm, December 5, 2012 by Ram Renga

Introduction We have enhanced the Apptivo business tool through fixing some bugs, and making certain features more efficient. One of the apps we focused on this release was the Work Orders App, where we enhanced several features. One such feature is the new configurable dashboard views, where you can control the menus available in the…

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Online payment on the rise

Posted on 6:00 am, November 30, 2012 by Maggy

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Remember those days when transactions were only exchanged in person. Those days are long gone. Technology now permits customers and merchants to exchange money virtually without ever having to meet in person. With online payments, there’s never a need to go to the store anymore. Everything we want can be found online and delivered within…

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Case Study: Building Greater Customer Connections through Online Loyalty Programs

Posted on 11:05 am, November 20, 2012 by Ram Renga

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Big Train® turns to Apptivo’s Loyalty App as the Engine for OnTrack Rewards™. Problem: Big Train, a major manufacturer and international distributor of gourmet drink mixes didn’t know much about their core customers: café and foodservice operators in the U.S. With competition mounting, and a general lack of in-market feedback, Big Train sought a solution…

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What’s so great about this thing called G Suite?

Posted on 7:10 pm, November 14, 2012 by Maggy

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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…

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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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