New users in Apptivo are added in the Employees App. If you do not have Employees App already available, just go to the App Store page and go to Human Resources Category to add the Employees App. Now you will be able to see the Employees App in the Human Resources section To add new employees please follow these steps: … Continue reading
The Google Maps API lets you embed Google Maps in your own web pages. A single Maps API key is valid for a single “directory” or domain. See this FAQ for more information. You must have a Google Account to get a Maps API key, and your API key will be connected to your Google Account. Please Subscribe to download … Continue reading
The CRM functionality in Apptivo consists of Pre-Sales, Sale and Post-Sales activities. Please follow the following steps to get started with the customer relationship management software functionality in Apptivo. 1. Provide access to team members , to the Sales and Customer Service modules. 2. The first step in Pre-Sales activities is creating leads potential customers. 3. Once a Lead is … Continue reading
There are three possible reasons why the shipping cost is not being charged. The dimensions of the product which you are trying to ship is larger than what your shipping partner accepts – to fix this try interchanging length and width specifications for the product The item specifications are not entered in “Product Management” > Items > Item name > … Continue reading
The extraneous characters being printed in your UPS label are due to your browser settings. To remove the header and footer, go to the “File” menu of your browser (top left) and select “Page Setup”. In the “Header and Footer” tab, select “blank” in the drop down for all fields available. Note: some browsers might have a different setting. Google … Continue reading
Apptivo calculates the tax on all orders and then sends the information to Google Checkout, as a result, if you happen to enable tax calculation in Google Checkout, your customers will be double charged. To fix this issue, log-in to your Google Checkout account and go to Settings>Tax Setup. Select “Not Charging Taxes” as the option for “How do you … 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.
Sometimes, the mails which are sent from Apptivo might get blocked by the mail recipient’s spam filters. This happens very rarely, but to make sure that all your mails are delivered correctly we recommend the following steps. Go to your Domain’s DNS control Panel (Available in Godaddy. If your hosting company does not provide such a control panel, contact your … Continue reading
A common question for most of our users has been regarding the add-on services which Apptivo provides. This post provides brief discussion of the various services we provide. Add-on services are classified into categories in Apptivo. 1. Sales related services 2. Collaboration and Communication services Sales Related Services The various sales related services provided by Apptivo are: Payment Gateway – … Continue reading
Apptivo allows you to integrate your E-Commerce with Google analytics. Follow the following steps to enable Google analytics for your site. Step 1: Create a Google analytics account at http://www.google.com/analytics/ Step 2: Follow the directions in Google analytics to Add your website Step 3: Copy the google analytics tracking code which is generated by Google Analytics Step 4: Paste the … Continue reading
