The purpose of this article is to explain how DotActiv approaches a custom software development request. Catering For Custom Software Development Requests At DotActiv, we encourage feature requests because we believe it drives the efficiencies and easy-to-use software that our users love. We can’t, however, develop every feature request as…
The purpose of this article is to explain how to add and upload documents to the filing cabinet in Activ8. Accessing The Filing Cabinet After opening Activ8, navigate to the ‘Filing Cabinet’ tab in the left-hand panel. From the drop-down list select ‘Company Filing Cabinet’. In the ‘Filing Cabinet’ window,…
The purpose of this article is to explain how you can create a supplier, retailer, customer or prospect profile in Activ8. We also unpack how you can archive and unarchive each. Using The Address Book If you want to create a supplier, retailer, customer or prospect profile in Activ8, you…
The purpose of this article is to explain how you can view and sync store visit schedules using the Activ8 mobile app. Syncing Schedules After a schedule has been created and saved, you can view and sync the visit with your Activ8 mobile app. First, log into the Activ8 mobile…
The purpose of this article is to explain how you can manage any support tickets that you have created in Activ8 software. Managing A Support Ticket After logging a support ticket through Activ8 – learn how to do that in this article – you have a few ways to view…
The purpose of this article is to explain how to set up dashboard statistics settings in the Activ8 software. We also provide a short summary of what each field means. Understanding Dashboard Statistic Settings After logging into Activ8, navigate to the ‘Administration’ tab and select ‘Applications Settings’ from the drop-down…
The purpose of this article is to explain how you can add new roles in Activ8 software. We also explain how you can edit and designate and delete user roles. Adding New Roles After opening Activ8, navigate to ‘Administration’ tab in the left-hand panel and select ‘Roles’. In the ‘Roles’…
The purpose of this article is to explain how you can set up, and manage the settings of any tasks that you create in Activ8. We also unpack setting up your task types and task reviews. Setting Up Task Types After logging into Activ8, navigate to the ‘Administration’ tab in…
The purpose of this article is to explain how you can view images in the gallery accessible in Activ8 software. Accessing The Gallery If a user has completed a visit task on Activ8 where they had to upload an image, you can go view the image at a later stage….
The purpose of this article is to explain how you can set up different schedule types in the Activ8 software. We also unpack how you can archive and edit schedules. Sometimes you may want to set up a recurring schedule for store visits – whether it is for stock taking,…