Browse by Solutions
Browse by Solutions
What is the use of Affiliate toggle in the Customers app of Apptivo?
Updated on February 9, 2021 05:04AM by Admin
The Customers app of Apptivo empowers customers to mark a particular customer as an Affiliate partner and add a logo for the customer profile.
Steps to configure the Affiliate toggle
- Log into your Apptivo account and navigate to the Customers app. Here, select Settings → Customize App → Master Layout.
- Scroll down to the Additional Information section, there is a toggle field called Affiliate.
- To customize the Affiliate toggle, click on it. The Inspector tab comes into view in the right panel. Here, you can carry out the necessary customizations.
- Now, navigate to the overview page of a customer and scroll down to the Additional Information section. Here, the Affiliate toggle is listed. Enable the toggle to document the customer as an Affiliate.
- Once the toggle is enabled, the Logo field comes into view. Here, upload the logo and save the changes.
Flag Question
Please explain why you are flagging this content (spam, duplicate question, inappropriate language, etc):