What are associated objects in the Opportunities App?

Updated on August 13, 2020 07:33AM by Admin

The Associated Objects of Opportunities App allows you to view the relationship between opportunities or any other object in Apptivo.

  • In the Opportunities App of Apptivo, select Settings from the App Header.
Opportunities App

  • Select Customize App → Associated Objects from the left navigation panel of the Settings page.
  • The Associated Objects page will come into view.
  • Here, the Relationships option is listed.

  • Enable the toggle to make the relationship table visible in the opportunities. You can also offer limited access to your employees using the privileges feature.
  • The privileges are configured in the Employees App. Only those employees who have the selected privilege can use this feature.
Enable Toggle

  • In the overview page of an opportunity, the Relationship table will be shown as the toggle is enabled.