The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application. Being one of Apptivo’s collaboration tools, Notes have a few different proper uses, depending on the type…
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…
The Question: I have several employees working in Apptivo, and there is no way for me to monitor each app to keep up to date on the work they are doing. Is there any system to receive emails when my employees make updates to projects, leads, etc? The Answer: To address the need to receive…
The Question: Sorry if this has already been asked before, but I cannot seem to locate the place to change my password. I gave out my password to someone else to use my login, but I need to change it now to keep everything secure. The Answer: No problem at all, we’re here to help!…
The Question: I’ve been using Apptivo for a while, but my company has recently moved locations. In the process we acquired a new phone number, as well as changed the address of our headquarters. Where can I update business information in Apptivo so invoices show the correct information? The Answer: Your basic company information is…
The Question: I have seen that Apptivo allows you to have your company logo printed onto invoices, but I can’t seem to figure out how. What steps do I need to take to upload my logo and include in all invoices? The Answer: Including your logo on company invoices is actually automatic, once you upload…
The Question: After logging into my account, I see the quick links over on the right side. What am I supposed to do with these, do I create users using the Employees management app or the quick link? Are these links supposed to change from page to page? Any help is appreciated! The Answer: The…
The Question: When I first log in to Apptivo, I see an area called the “Newsfeed”. What is the purpose of this section, and how do I use it? The Answer: Hi there! This activity feed section is available to provide you with insight into what activities are occurring across your entire business. Whenever a…
The Question: First off, congratulations on taking the initiative to finally start using technology to make your business run more efficiently! While every business has different needs, We’ve pieced together a general guide that explains which apps are typically used for specific types of companies. The Answer: Attorney Auto Dealer/Repair Air/Heating Sales & Service Optometrist…
The Question: So I just signed up for Apptivo, and see about 10 apps available when I log in. I know Apptivo has 50+ free apps, but how do I access them? The Answer: Once logged in, you see the list of available applications in your app dashboard. To customize this list of apps, we’ll…
