Case Study: Professional Services With Apptivo & G Suite (PB Legal Services)

Posted on 11:46 pm, March 26, 2014 by Todd Miner

PB Legal Services is a professional legal services company located in Thailand. PB Legal Services focuses on delivering clear, logical advice that provides their customers with confidence. They place an emphasis on top quality customer service that is organized, friendly, and informative. PB Legal Services offers both business & personal legal services including: Work permits Visa…

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Case Study: Consulting Services With Apptivo & G Suite (Idea Helix)

Posted on 11:37 pm, March 26, 2014 by Todd Miner

ideaHelix is a leader in business consulting & talent management solutions, including those in cloud, big data, and mobility. They focus on delivering enterprise-class solutions to help organizations of any size to unlock the value of their collective intelligence, insights, and creativity. Their services revolve around 3 main areas: Managed service programs Vendor management system support…

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CRM Structure – Contacts vs Customers & Leads vs Opportunities

Posted on 2:51 am, January 28, 2014 by Todd Miner

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The Online CRM Software is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is…

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Updated Email to Case Feature – Automate Your Support Ticket System

Posted on 2:03 pm, October 3, 2013 by Todd Miner

While Version 5.0 has been taking the spotlight recently, we’d like to let you know about another cool enhancement to Apptivo! It’s been a while since we introduced the “email to case” feature inside of our Cases App for customer support, and there was one common request from many different users: automatically attach email replies…

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Case Study: Automating an IT Business With Apptivo & G Suite (IT CRETE)

Posted on 6:37 pm, June 11, 2013 by Todd Miner

IT Crete specializes in providing system software support to small and medium sized businesses in Heraklion, Crete, Greece. They have professional experiences in the following fields: Microsoft Windows server AD domains Exchange server deployment Firewall & internet security Virtualization with Hyper-V, VMware or other similar technologies Linux server implementations of all sorts Web server implementations…

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Items & Promotions App in version 4.0, Capture cases using the API

Posted on 6:51 am, February 1, 2013 by Ram Renga

We are glad to inform you that this week Apptivo has been released with new features and important fixes. Items App and Promotions App were migrated into version 4.0, including all new user interfaces loaded with both existing and new features. Create the custom attributes in the Invoices App and carry the same attributes to…

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What’s so great about this thing called G Suite?

Posted on 7:10 pm, November 14, 2012 by Maggy

On March 9, 2010, Google launched G Suite Marketplace for third party applications to help manage business from the web. Now after two years of success, and many more to come, G Suite is taking off with many different sized businesses whether small, medium or large. It’s a cheap and affordable solution for many businesses…

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How to Access Apptivo From G Suite or Gmail

Posted on 12:59 am, July 19, 2012 by Todd Miner

G Suite is an arrangement of keen applications including Gmail, Docs, Drive and Calendar to connect the people in your organization. GSuite integration with Apptivo helps you to connect all the tasks in one place and get the work done. It helps to, Collaborate and communicate with your team members in a centralized place. Sync…

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Install & Configure Contact Sharing From G Suite

Posted on 4:02 pm, July 16, 2012 by Todd Miner

This post will explain how to install the Apptivo Contact Sharing app from the G Suite marketplace, then enable it to sync contacts within your firm. This sequence will allow all contacts to be shared with all employees at once. If you require advanced level permissions, where certain contacts are restricted for some employees, you’ll…

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