Questions by Category: "Contacts app"

While linking a record from any other App to the Contacts App of Apptivo, you can also associate it with the activities in the Contacts App. This can be achieved by following the below ...more

Whether you're a small business owner or part of a larger enterprise, a customized Table View becomes a strategic asset. It empowers you to shape business strategies, propelling growth ...more

API (Application Program Interface) has always been a front-runner when it comes to managing the work efficiently. The information becomes more flexible using API. You can get real-time...more

Consider displaying the radio button as a toggle in the Contacts App of Apptivo. Steps to add the Radio button Login and access the Contacts app from the universal menu. Click on the M...more

Apptivo apps allow users to validate the records while creating a new record. You can set the duplication rule for how to validate the records with Actual or fuzzy logic. In addition, y...more

Bulk Action allows the user to perform actions such as delete-all, show all, access all and so on with a few mouse click on all records he is assigned to in contacts database. Contacts ...more

You can use the Summary Boxes in Contacts  App to add the summary of Count, Sum, and the Average of the data based on the conditions as per your business need. In addition, you can add...more

In order to sync Contact Categories into Google Contact Groups. Go to the Apptivo Contacts Sharing App in the G Suite Marketplace and click on “Add it now” button. Steps to Custom...more

Sometime the user would have saved the contacts in a CSV file. This can be imported into the Contacts App of the Apptivo CRM with ease. Contacts App allows you to provide access to the ...more

In your Apptivo account, navigate to the Contacts App. In the App Header, select the Settings icon. You will be redirected to the Settings page. Here, select Contacts → Sta...more

The Contacts app of Apptivo enables you to choose the employees and teams to whom a particular contact can be assigned. By configuring the Assignment Level, you can restrict to whom you...more

The contact information present in the Contacts App of Apptivo can be synced with the contact information present in your phone App. Apptivo’s android platform allows two-way sync. Yo...more

Contacts App can be integrated directly with Gmail and Yahoo. This ensures that importing your contacts is done without any hassles. You can  import at time of the account creation pro...more

Apptivo CRM allows you to import your Contacts into Contacts App in CSV format.  Steps to Import Contacts from CSV Log in and access Contacts App from your universal navigation menu b...more

The Master Layout is common for all apps that helps you to customize the app with the custom field according to your business needs. Data Cleansing helps to clean and convert the data a...more