“If my laptop ever dies, I can be up and running within minutes, with all of my cloud-based services available to me. No downtime.” – Abid Hussain, Hussain Law Firm This is one of the main reasons why people are using online document collaboration tools. There are great things that come out of using online document sharing services such as … Continue reading
This video will show you how to attach a document or file to just about any object within Apptivo. Storing your documents in the cloud has many different advantages: Access documents from anywhere Never lose document locations Documents can’t be destroyed by computer failure Easily shared through the cloud Promote collaboration by working from a single document source The Cloud … Continue reading
Notes, Activities, and Documents, collectively called the NAD Apps are linked to pretty much every App in the Apptivo Eco System. Each of these is an individual App (Activities is part of the Calendar App). Lets take the Opportunity App for example. When you open up an Opportunity, you can see all the information about the Opportunity in the Overview … Continue reading
The missing browse button is due to a missing plug-in in your browser. To install the plug-in, please go to “Sales Module >Dashboard” on the left navigation, you will see an icon in the middle of the screen, please click the icon and install the plug-in. After the installation, you should able to see the “Browse” button.
