Questions by Category: "Notes"

The ‘Shared With’ feature of Apptivo allows you to share your notes with your employees. Whenever a note is shared with an employee, an email will be generated to that employee. In ...more

By default, the Notes Activity is configured to display the Notes in the List View. To display your Notes in Table View, you can customize it from the Preferences section of ...more

Apptivo allows you to perform the actions under certain criteria by using the Tiggers. Triggers in Apptivo are of two types. They are: Event-Based Triggers Time-Based Triggers Create ...more

Apptivo provides the ability to add customers to specific projects, so they can log in and view the progress of the project details using their own account. In addition, it allows you t...more

When you want your table view in the Notes activity to display with your required fields, you can make use of the List Layout feature in the Notes to achieve it. In the Notes Activity ...more

Notes Activity of Apptivo is a smartly designed collaborative tool that keeps logs of all actions taken in a particular record across all Apps of Apptivo. You can also add even the smal...more

Notes Activity of Apptivo can be used to manage the Notes relevant to your business brilliantly. Apptivo allows you to view your Notes in List View and Table View. The advantage of the ...more

Apptivo is a collective representation of an Organization. It plays a forefront role in the management of an organization. Different activities are carried out in an Organization on an ...more

Notes, along with documents, appear in every application of Apptivo. Notes find many applications depending on the type of business you're in. Log of Changes One common use of no...more

There are plenty of ways to take notes, Apptivo provides you the ability to express each and every activity in the form of Notes, through the Notes Application. With the Apptivo Notes a...more

Log in and access Contacts App from your universal navigation menu bar. Click on the "More" icon and select “Settings” located at the app header bar. Select “Notes” u...more

Log in and access Contacts App from your universal navigation menu bar. Click on the "More" icon and select “Settings” located at the app header bar. Select “Notes” u...more

Templates are one of the sorted tools in businesses. Templates save the documentation time. Instead, the time can be used to review, edit, and work on other activities for the welfare o...more

Shared Notes is an innovative tool designed with the purpose to share information with a particular Employee in your Organization. You can select an Employee with whom the Notes have to...more

Note-taking is a beneficial exercise that is carried out since schooling. Businesses motivate Employees to add Notes as they have two important purposes. It is to make note of tasks to ...more