Enjoy Navigating with Apptivo’s new Menu Style!

Posted on 10:44 am, October 8, 2012 by Ram Renga

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As you may already know, Apptivo has a new look to its menu style. The main purpose was to open up the main area of your screen to allow more work to be done. Many customers have also requested the option to customize their dashboard with their most used apps. There are two different types…

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Invoices is getting a new look

Posted on 1:49 pm, October 6, 2012 by Ram Renga

As you know, we are constantly improving Apptivo invoices for business, adding new and updating features.  In addition to these features, we are moving to the next stage – improving the interface of Apptivo. We are trying to make all our customers happy with a new look and feel to the platform. About the New…

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Why is my contact sharing not working?

Posted on 12:17 pm, September 3, 2012 by Ram Renga

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Apptivo’s Contact Sharing for G Suite is very easy to setup. Simple contact sharing is extremely quick and works just when you follow the on screen instructions. Sometimes, Contact Sharing gets disabled due to API errors or user account errors. On other occasions administrators inadvertently turn off data access from their G Suite accounts. This…

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Outlook Contacts Syncing with Apptivo

Posted on 9:04 am, August 28, 2012 by Maggy

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Many of you have questioned why your Outlook Contacts aren’t syncing with your Apptivo Contacts even after installing G Suite Sync for Microsoft Outlook. Unfortunately, Outlook does not allow the ability for Outlook contacts to sync into a specific Google group. In order for your contacts to sync with Apptivo, they must be added to…

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Visual Charts and Sales Reports for CRM & Marketing Apps Updated to 2.0 – August 8th, 2012

Posted on 12:29 pm, August 16, 2012 by kdevarakonda

The latest update to Apptivo covered three primary features: new marketing apps, improved user dashboard when logging in, and adding enhanced reporting to our CRM applications. The most compelling of these changes are the brand new visual charts within CRM, which give great insight into your sales pipeline, employee performance, and customer/contact behavior…all at a…

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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by Todd Miner

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Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

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Apptivo Business Continuity Planning

Posted on 5:58 pm, July 23, 2012 by Maya Pillai

Many of our customers need to run their business 24/7, hence it is important that Apptivo be available 24/7. Even if our systems go down due to unanticipated outages or large scale disasters we should be able to recover. Apptivo does Business Continuity Planning (BCP)to ensure that our website is available to customers with minimal…

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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by Todd Miner

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This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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