How do I Customize Conversion in Estimates App?

Updated on March 19, 2020 10:14PM by Admin

Apptivo allows you to customize conversion in Any app. You can now easily enable Conversion in the Estimates app by simply using the Conversion option.

  • Login and access Financials→ Estimates from the Universal navigation menu bar.

estimates app

  • Now Click on the Settings option from the app header.


  • Now click on Estimates→ Conversion from the left panel.
  • The Object Conversion Overview page will open. In that select Click on the Standard Conversion button.

  • Now disable the Projects app Toggle. Once you disable, the conversion will get updated.

  • Now go to the Estimates Home page and click on the Overview button of any of the records.
  • When you click on the Convert button, You will not find the To Projects app option.
To convert

  • This is how you Customize conversion in the Estimates app.