Release Notes for August 20, 2017 – CRM, Financial & Product Management

Posted on 10:18 pm, August 22, 2017 by

apptivo_release_august

In the August 20, 2017 release, Apptivo delivered an effective update to all customers. The following list outlines the new features included in this delivery: Detailed News Feed for CRM Apps Default Home Page view as Kanban in Opportunities App Opportunities Access Level – Add to Exceptions (Employees or Team) 12 Months Pipeline based on…

Read more »


Release Notes for August 5, 2017 – CRM, Supply Chain, Collaboration & Financial Management

Posted on 5:56 am, August 8, 2017 by

aug_release_notes

We are excited to inform you that, on August 5, 2017, we have released updates that are worthwhile, where you’ll find a complete list of changes below. The key switches in this release include: Opportunity to Contracts – Sharing Feature Bulk Action – Update and Remove Tags in the Leads, Customers and Opportunities App Purchase…

Read more »


Release Notes for July 15, 2017 – Supply Chain, CRM, Financial & Product Management

Posted on 6:57 am, July 18, 2017 by

product_release_web

In the July 15, 2017 release, Apptivo delivered an effective update to all customers. The following list summarizes the new features included in this release: Inventory Management – Warehouse Enable/Disable in Setting Custom Reference Section Attributes Mobile List Layout for CRM Apps “Make Payment” button should display based on configuration in Email From Another Supplier…

Read more »


Release Notes for July 01, 2017 – General, CRM, Financial & Supply Chain Management

Posted on 7:30 am, July 4, 2017 by

july_release_notes

We are happy to inform you that, on July 01, 2017. Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: Slack Integration Call Logs – Asterisk PDF File Renaming – Email Compose Page Case to Invoice – Employee Billing Rate in Invoice New View under…

Read more »


Mobile Release Notes for June 28, 2017 – CRM & Work Orders App

Posted on 4:53 am, June 29, 2017 by

jun_28_release

We’re happy to announce you that, on June 28, 2017 we have released an update to all our customers. Please find below, what we have for you in this update: Windows Mobile List Layout in Leads App Quick Detail View on Long Press Action Live tile notification for News feed iOS Map View New Changes…

Read more »


Mobile Release Notes for June 21, 2017 – CRM & Work Orders App

Posted on 6:14 am, June 23, 2017 by

mobile_release

In the June 21, 2017 release, Apptivo delivered an effective update to all customers. The following list summarizes the new features included in this release: Android Mobile List Layout in Leads App Quick Detail View 360 Degree View in CRM Apps Sales Cycle Lock Opportunity Remind Me for Tasks and Events Tasks Left Menu View…

Read more »


RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MANAGEMENT

Posted on 2:50 am, June 22, 2017 by

product_relase_june17

We are happy to inform you that, on June 17, 2017 we have released an update that are significant, where you’ll find a complete list of changes below. The key switches in this update include: Global Search Dynamic Width in Kanban Sales Stage Activities in Paid Plans Views in Kanban Search & Select in Highlighting…

Read more »


Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management

Posted on 4:53 am, May 22, 2017 by

product_release_may

We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…

Read more »


Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR

Posted on 4:11 am, February 7, 2017 by

product-release-notes-0417

On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to…

Read more »


Importance of Periodic CRM Reviews

Posted on 1:48 am, November 8, 2016 by

crm reviews

Originally, Customer Relationship Management (CRM) was intended to help enterprises build customer database as well as maintain relationships with the potential and existing customers. However, the present-day CRM system has evolved from being a tool to build database into a more powerful tool that is used by the marketing and sales team to manage marketing…

Read more »