Every venture investor and entrepreneur will tell you that ideas are cheap. The team that executes on the idea is almost worth half the value of a business. So social aspects of a business management software are extremely key to keep all the team members informed about what is going on in the business. Apptivo’s…
Posts By: Todd Miner
New Professional & Enterprise Plans – May 29, 2012
This week we focused on several different items. The largest change to Apptivo this week is related to our new paid plans, Professional and Enterprise. These new plans complete our offerings to allow the perfect set of features for any type of business. From a micro business just getting started, all the way up to…
Where to Find Your Apptivo API Key & Apptivo Access Key
The Question: How do I acquire an API key & Access key to access an Apptivo WordPress Plugin, or to build my own Apptivo application? Do I need to purchase anything, and where do I find the key? The Answer: Apptivo offers access to their API for developers (developers API) & business users who want…
Invoices App Auto-Reminders & Message Templates and Activities Enhancements
For this week we focused on improving all aspects of our Invoices App. Specifically, we’ve launched a new feature which allows you to automatically remind your customers about unpaid invoices.Introducing the new “Message Templates” & “Auto Reminders” features. By going to the configuration area of your Invoices App, you can now set up new message…
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…
New Custom Attributes for Sales and CRM Apps – May 12, 2012
This week we’ve made some great improvements to our business apps. The most noticeable new feature is the addition of custom attributes throughout all CRM apps, allowing you to completely customize the CRM apps for your unique business! You will also notice there are many new improvements to the Invoices App, and the Timesheets App….
Business Application Updates – May 7, 2012
Introduction This has been a great week for our business tools! We made some general enhancements and improvement, but the biggest news is custom attributes. You are now able to completely customize your customers application by creating and defining your own fields and objects. This takes customization in Apptivo to a whole new level, let us…
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…
Business Application Updates – April 28, 2012
Introduction Hello everyone. This is the first install of our new weekly product blog. We will be posting every week to keep our customers informed about the updates we are making to our business apps, as well as keeping you in the loop with upcoming features. This week we delivered a couple cool new business…