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

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


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 13, 2017 – Financial & Marketing Management

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


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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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…

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Late Fee on Apptivo Invoices

Posted on 2:25 am, July 26, 2016 by

Apptivo invoice app features makes its own way into your business environment. Our App amazes the customer with good out of range functionalities. Invoice payment terms have been reviewed and learnt the impacts that they had to get paid faster, which was overcome using our invoicing software. With our new launched version of v6, customer…

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Invoice V6: Advanced Search & Bulk Edit Fields

Posted on 5:49 am, May 18, 2016 by

After a long wait! Apptivo upgraded an Invoice app into next level. Compared to the previous version the new version of Invoice V6 has many new features. Invoice App Updated Features: Advanced Search: Advance search assist you to search Invoices, which you need for updating, remainder purpose etc, not as a simple searching of Invoices….

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Disabling SSL 3.0 and TLS 1.1

Posted on 11:53 pm, March 14, 2016 by

What is the change? Apptivo will begin disabling the older SSL 3, TLS 1.0 and TLS 1.1. encryption to prevent it from being used to access the Apptivo platform on April 2016. The disablement of SSL 3, TLS 1.0 and TLS 1.1 will prevent it from being used to access the Apptivo service within inbound…

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Apptivo Earns Editor’s Choice

Posted on 5:14 pm, September 9, 2015 by


What an exciting time it is for Apptivo! As we approach the end of 2015, things have grown anything but quiet in our neck of the woods. After just two years of grinding it out on the open market, we have reached a tremendous point in our growth; our presence among SMEs continues to swiftly…

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Simple app to manage construction projects

Posted on 5:04 am, May 6, 2015 by

You can create one project for each construction job, then for each stage that requires approval, you can create a milestone. While you can keep a basic list of high-level steps, you also have the option of creating a number of tasks inside of each milestone. Here is a quick example of what you might…

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How do I quickly access activities tabs in CRM?

Posted on 6:21 am, November 20, 2014 by

In order to quickly access CRM objects like contacts, customers, leads, opportunities and cases, there is a “Side Panel View of a particular object” feature. For instance, in Contacts App; when you click on “Show All” or any other menu from the left navigation panel. You can view contacts found in table format with your…

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Implementing Customer Service Process

Posted on 8:45 am, October 9, 2014 by

Overview Cases can be collected through emails. The incoming emails are converted as cases. You can apply events in the name of SLA to cases. Convert the customer cases to work order or project. Once the service gets completed and work order gets approved generate an invoice. Case process Customer emails will be collected as…

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