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…
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…
Apptivo continuously improves itself by adding new and updating features, with these new updates, we are stepping ahead with the Projects App. We have taken into consideration of what many of our customers have said and have come up with this new look and feel that we hope you will enjoy. NEW LOOK: Simplified navigation…
Upload items is very simple when you have all your items nicely listed in an Excel sheet, but sometimes, you still may stumble across some problems. If you can’t seem to get your uploads to work, we’ve put together a simple checklist of what’s required. CSV files only – Make sure it’s CSV file excel…
As you know, we are constantly improving Apptivo invoices for business, adding new and updating features. In addition to these features, we are moving to the next stage – improving the interface of Apptivo. We are trying to make all our customers happy with a new look and feel to the platform. About the New…
Apptivo’s Contact Sharing for G Suite is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their G Suite accounts. This…
This latest update of the Invoices App includes some additions to taxes, the addition of Promotional Codes in Invoices and more. Our biggest addition to Invoices is the ability to add multiple tax rates. As many of you have requested for it, and Apptivo being more customer centric, we have now implemented it for you….
Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing G Suite Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to…
The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…
There are many scenarios where you may want to keep a customer informed of the status of a specific project in your project management system. Apptivo provides the ability to add third-party customers to specific projects, so they can log in and view project details using their own account. This is great, because it allows…
