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…
Posts Categorized: Applications
Properly Uploading Images for an Apptivo eCommerce Website
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…
Contact Centric CRM Vs. Account or Customer Centric CRM: Which way to go?
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,…
Using Apptivo for managing software projects that use the Waterfall method
This is my first post on the Apptivo blog. I joined Apptivo a few months back and I am responsible for operations and marketing at Apptivo. Over the next few posts I plan to share my thoughts on how Apptivo can be used as a project management tool for various software development methodologies. This is…
Installable Demos – Create Sample Data to Test & Learn Apptivo
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?…
How do I use Timesheets to be compliant for H1B Visa employees?
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…
Free G Suite Contact Sharing with Advanced Level Permission Settings by Apptivo
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…
How do I export all of my leads from Apptivo?
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…
How do I collect payment through Paypal for online invoices?
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…
What is the best business software for a Landscaping Business?
Apptivo can certainly offer the application you need, but a few of the apps won’t apply to your type of business.You design and develop landscapes for customers, so I would recommend the following applications for your type of company. CRM Contacts – Contacts app records the information about those who the customers may refer for…
