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

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

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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

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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

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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

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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

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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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Release Notes for January 28, 2017 – CRM, & Project Management

Posted on 1:51 am, January 31, 2017 by

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On January 28, 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: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to…

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September 19 Product Updates: Stripe & Quickbooks Integration with Apptivo

Posted on 3:20 am, September 21, 2016 by

stripe-invoices

We are delighted to announce our new integrations for payment gateway and financial accounts transactions in Apptivo. Our customers were keenly interested in these integrations, even though they have a separate account with those application they wanted to integrate the same with Apptivo to make their work easier. Hence we prioritized the update with the…

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August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by

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Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

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Reports Features in Expense Reports App

Posted on 2:41 am, July 18, 2016 by

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Admirably, we are getting a positive reviews from customers for our Expense Reports App. Our features helps the customers in all possible ways. We have already shared some blogs & documents to explain more about this app. However, we have some more interesting features which needs to be discussed in detail to make a progressive…

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