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

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

release_notes_may_20

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 –…

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Release Notes for May 12, 2017 – Home Page, Project, Human Resources & Product Management

Posted on 5:45 am, May 17, 2017 by

release_notes_may_12

In the May 12, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: App Categories Task List Projects – Template Visibility Employees Password Generation Ideas Recurring Highlighting Collaboration Tasks App Categories Task List – We have added the “App Category” in the left…

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Release Notes for May 06, 2017 – CRM, Project & Product Management

Posted on 3:56 am, May 10, 2017 by

may_06_release_notes

We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…

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Release Notes for April 29, 2017 – Home Page & Product Management

Posted on 5:44 am, May 3, 2017 by

release_notes_april_21

In the April 29, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: My Employee Tasks Direct Tasks Triggers in Ideas App Highlighting Ideas Statuses Visibility in Ideas App Last Contact Date Collaboration Tasks: My Employee Tasks – We have included a time…

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Release Notes for April 21, 2017 – Marketing & Human Resources Management

Posted on 2:50 am, April 26, 2017 by

release_notes_apr_21

We are happy to inform you that, on April 21, 2017 we have released an update that are noticeable, where you’ll find a complete list of changes below. The key switches in this update include: Email Template Changes in Campaigns App Team Email id in from address Default Navigation – Employee View page “All Tasks”…

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Release Notes for April 13, 2017 – Financial & Marketing Management

Posted on 2:16 am, April 19, 2017 by

relase_notes_apr_13

We are happy to inform you that, on April 13, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Void Invoice changes in schedule invoice table Recurring Invoice Generate with Updated Parent Invoice SpamAssassin Score Pricing – Daily Email…

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Release Notes for April 01, 2017 – CRM, Project, Marketing & Financial Management

Posted on 9:50 pm, April 4, 2017 by

april_1_release_notes

In the April 01, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: Customer By Status (Active and Inactive)   Unresponded Opportunities Cases Reports – Activities by Intake Domain / Email ID & Cases Tracking by Assignee Custom Views in Projects App Unresponded…

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Release Notes for March 18, 2017 – Marketing & Financial Management

Posted on 11:09 pm, March 22, 2017 by

apptivo-release-notes

In the March 18,2017 release, Apptivo delivers an effective update to all customers. The following list outlines the new features included in this release: The “From Address” and “Email Template” fields are made mandatory in Campaigns App. Auto Scheduling in Campaigns App. System Messages in Estimates App. Promotions App upgraded to V6. Properties App upgraded…

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Release Notes for February 18, 2017 – Marketing & Product Management

Posted on 5:46 am, February 20, 2017 by

product_relaes_feb1817

On February 18, 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: Template tab in Campaigns app Test Launch under Template tab Launch button in Campaigns app overview page Bounced reason in Campaigns app Refresh button added in Consolidated…

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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…

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