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How do I Use 360 View tab to view related Objects?

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Updated on September 14, 2012 03:50PM by Admin

The 360 view tab allows you to view every different object in Apptivo, that is related to the current item you are looking at.

For example, if you are looking at the 360 view for a customer, you can see any sales opportunities for the customer, or any invoices, any projects, you name it!


For details on how to use the 360 view, take a look at this answer:

https://answers.apptivo.com/questions/10462/is-there-any-way-to-get-a-complete-overview-of-all-the-cases-invoices-contacts-etc-open-for-a-customer