Author Archives: Todd Miner

Security Notice: Apptivo Users Safe From Heartbleed Bug

Security Notice: Apptivo Users Safe From Heartbleed Bug

Apptivo is not affected by recently discovered “Heartbleed Bug” which you may have heard about. What is the Heartbleed Bug? On April 7, 2014, security researchers announced a recently-discovered vulnerability called Heartbleed. By exploiting this vulnerability, attackers could access sensitive data, compromising the security of the server and its users. Apptivo is aware of the …Read more

Posted in Blog, Product Blog
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Case Study: Professional Services With Apptivo & Google Apps (PB Legal Services)

Case Study: Professional Services With Apptivo & Google Apps (PB Legal Services)

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 …Read more

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Case Study: Consulting Services With Apptivo & Google Apps (Idea Helix)

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 …Read more

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Homepage Version 5.0 Released! Introducing My Agenda

Homepage Version 5.0 Released!  Introducing My Agenda

This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available …Read more

Posted in Blog, Future Plans, Global, Product Blog, product-updates, Upcoming Releases
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Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The CRM 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 a contact”?, …Read more

Posted in Blog, Contacts, Customers, Leads, Opportunities, Product Blog
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Apptivo Project Management Wins Smart Choice Award!

Apptivo Project Management Wins Smart Choice Award!

We’re pleased to announce that Apptivo’s Projects App has captured a “Smart Choice” award from FindTheBest.com. After combining reviews from several professional sources, they produced a score of 95 out of a total 100 points! We’d like to send out our thanks to everyone who has been a part of the Apptivo community over the …Read more

Posted in Blog, Product Blog, Projects
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Integrate Your Website With Apptivo’s New REST API

Integrate Your Website With Apptivo’s New REST API

For a while now, Apptivo has allowed customers to integrate their website, or other outside applications using our API. We’re happy to announce a new REST API, which is not only more powerful, but also simpler to implement. While the existing SOAP API allowed for many useful functions, such as placing a form on your …Read more

Posted in Blog, Cases, Product Blog, product-updates
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Dynamic Email Templates & More CRM Improvements – Nov 23rd Update

Dynamic Email Templates & More CRM Improvements – Nov 23rd Update

We hope you had a great holiday, and that you are back and motivated to tackle another great week! Our most recent update occurred last week on Saturday November 23rd, 2013. Once again we were focused on bringing further updates to the Version 5.0 apps in CRM, and this update brings a couple key features. …Read more

Posted in Blog, Product Blog, product-updates, Upcoming Releases
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More CRM Enhancements, and Projects V5 Beta – October 26th Update

More CRM Enhancements, and Projects V5 Beta – October 26th Update

This week were pleased to announce the details of our latest update. Over the weekend we added a bunch of small new improvements to the CRM applications, in preparation for our continued Version 5.0 rollouts. We’re focusing heavily on the great feedback being provided by our community, and we’re working on packing in as many …Read more

Posted in Answers, Blog, Cases, Contacts, Customers, Leads, Opportunities, Product Blog, Projects
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Updated Product Roadmap & Projects V5 Beta Announcement

Updated Product Roadmap & Projects V5 Beta Announcement

Happy Friday everyone, hope you had a great week! We wanted to take some time and keep the community in the loop with our progress on the Version 5.0 rollout, so you know what to expect in the coming months. We’ve been getting lots of great feedback, and we’re continually making enhancements to better improve …Read more

Posted in Blog, Product Blog, Projects, Upcoming Releases
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