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…
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…
If you do not wish all employees to have access to every contact, you will need secure contact sharing. Secure sharing works by assigning contacts to employees or teams, and restricting access so only these assignees can share the contacts. When this mode is enabled, access is still provided to administrators and managers. Anyone who…
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…
The Question I am managing my employee database using Apptivo, and I would like to see if I can customize the app to better fit my needs. How do I change fields such as work shift, so that I can select from these fields when creating a new employee. The Answer The Employees App has…
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…
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…
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,…
This week we focused on two primary items: helping new users get started, and to improve the experience of Apptivo for the most commonly viewed areas. No major functionality changes we’re done this week, instead, you will notice many minor improvements across the platform. First we have the demo data installer, which was designed to…
What is an installable demo? An installable demo is an Apptivo feature that allows you to automatically create example customers, employees, and projects. This feature is great for new users who are looking to test Apptivo features, or learn how Apptivo can be used for their business. What data is created, can I delete it?…
