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

Log in and access any one of the apps like Contacts, Customers, Invoices, Opportunities, Cases, and Leads from the universal navigation menu bar. Here, the Contacts App is selected. Se...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

Associated Object report in Apptivo helps you to get filtered and more accurate reports for the activities related to the Cases App. Mostly it helps to get the associated reports with t...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

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

Templates allow a user to setup pre-defined messages and that can be added while creating the notes. Lets quickly walk through the same to get a clear picture. Steps to Apply Templates ...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