The Question: I understand the concept of building a Project Team, but I would like to get a better understanding of how Project Teams works specifically in Apptivo. The Answer: Project Teams are built from a combination of people from your Employees app, and also from your Contacts & Customers apps to handle various projects…
The Question: I think I have a decent idea about what Project Milestones are, but I was wondering if a pro could give me a general breakdown on what a milestone is, and some guidance on how to create a good milestone. The Answer: Project Tasks and Milestones is the important feature of a Project…
The magnificence of a template is that you have a beginning point you can utilize over and over. The templates are a lifesaver which reduces the manual effort of starting to create a project from scratch. They are pre formatted templates that can be used to quickly create projects. When are Project Templates needed? The…
The Question: I am fairly new to project management & Apptivo, and I’m a bit confused about project scope. From my understanding, a milestone sets the Project goals and limits of what occurs in the project, why is scope needed? The Answer: Project scope is actually what should determine the goals and limits of your…
The Question: I have read about the Invoices app, and I understand that payments are automatically recorded by electronic invoice system when a customer pays electronically…but what about if I mail the invoice to the customer myself? How do I mark the invoice as paid and note the details of how the customer paid me?…
The Question: While I think it’s great that I can email my customers invoice and take payment online, I have many customers who are not so tech-savvy. Is there a way to track my invoices in Apptivo, but simply print out the invoice and give to my customers the old-fashioned way? The Answer: Yes, of…
The Question: I have read about the ability to email my invoices to customers and collect payment instantly, but how exactly does everything work? The Answer: So, assuming you already know how to create an invoice, the next step is to distribute this invoice to your customer. The most common method of sending an invoice…
The Question: I am new to Apptivo and interested in using the Online Invoicing App. I’m a total newbie, so what information do I need to create an Invoice? Any steps to go through before I get started? The Answer: First off, if you haven’t yet, take a look at the Invoices Quick Start Guide…
The Question: I have read about the Invoices App, and its ability to send an email to customers so they can pay instantly online. How do I go about getting my application set up to do this, where can I enter my Paypal information? The Answer: This is a bit of a loaded question, so…
The Question: I originally registered for Apptivo using my personal email address but would like to change this so I can log in using my business email. I have already done all of my setup & configuration, so I don’t want to lose my information. Is there a way to change my email address, or…
