Questions by Category: "General"

Users in the Province of Prince Edward Island, Canada can easily set up their online invoices to charge for the proper taxes.  In the province of Prince Edward Island, businesses are r...more

In Canada, three types of sales taxes are levied. They are as follows. Provincial Sales Taxes(PST) Goods and Services Tax(GST) Harmonized Sales Tax(HST), a combination of PST and GST ...more

Steps to Contact address and number Log in to your account. Click on your account name in the top right corner.  Click on “Business Settings” from the drop down menu. You can view...more

Apptivo allows users to integrate Google Maps with their accounts along with the API. It allows you to enable and disable the Google Maps integration as per your business requirements. ...more

Users in Maharashtra, Republic of India can easily set up their online Invoices to charge for the sales/services taxes.  In Maharashtra businesses are required to charge VAT taxes on a...more

Currently, Apptivo Invoice supports 4 payment gateways. They're listed below. Paypal Stripe Zipmark  Authorize.net ...more

The Follow-up feature is an essential aspect of Apptivo CRM modules. This feature allows the user to keep track of future dates when you would need to perform an activity for a customer...more

Whether it be just for CRM, only website management, or all of your business processes; making the transition to a new piece of software is one that must be carefully thought out. Busin...more

Tasks are a specific itemized work, which has a predominant role in each and every Apps. Tasks can be customized to fit as per your needs. Within the task settings, you can create and e...more

Work Orders app allows the user to view all the work orders assigned to him. You have to log into your account and click on the navigation button and go to By Queue. Here click on My Wo...more

A timesheet is filled by the employees to show how much they have completed on a given task on a given day. It has pre-formatted fields or columns that are used to fill by each and ever...more

The billing starts when you decide to upgrade to the Premium plan. After that, your credit card will be charged on the same day every month....more

Searching mechanisms involve two features: basic search and advanced search. Our Search system collects, parses and saves data to facilitate fast and accurate information retrieval. You...more

Apptivo allows you to create only one account with an Email address. You can handle accounts in Apptivo using a single email address. For Instance: Consider you are already using Apptiv...more

Notes are brief record which is kept in a written form are related to the objects. Notes appear almost in every applications of Apptivo. Notes labeling is a reference name to particular...more