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…
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…
See below for a comparison between Apptivo’s Google Contact Sharing App and some of our competition. Apptivo Shared Contacts Gmail Contact Sharing Florey Shared Groups # of Shared Contacts Unlimited Unlimited Unlimited # of Shared Contact Groups Unlimited Unlimited Unlimited Sync Interval 5 mins 30 mins 5 mins Contact Management View, Create, Edit, and…
This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….
G Suite is an arrangement of keen applications including Gmail, Docs, Drive and Calendar to connect the people in your organization. GSuite integration with Apptivo helps you to connect all the tasks in one place and get the work done. It helps to, Collaborate and communicate with your team members in a centralized place. Sync…
Apptivo Contacts Sharing is here to enable you to synchronize and share your contacts in G Suite. Offer your contacts– employees and business contacts for every employee in your firm. Contact data once updated is shared with all employees over your firm. There are many cases where a user may have a business contact shared…
Creating a team in Apptivo allows you to both restrict access to contact for groups of employees, and also allow you to create additional shared contact groups in Google. A new team will be created, and you can select any number of employees as members of the team. Once the team is created, a Google…
This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…
There are three steps required to enable access for an employee to use Apptivo’s contact sync app. Importing Users From G Suite to Apptivo First, we need to add the users into the Apptivo database, just like you added the users for the G Suite access list. Log in to Apptivo, or navigate to Apptivo…
