Posted on by Grace Douglus

Pleased to meet you all after this auspicious occasion! When you are busy with all new commitments in this New Year, we are ready to give you a couple of enhancements to lessen your daily routines! We are happy to give away the new Windows Apptivo All-in-One App build v6.3.0.0.

Download the latest version of the Apptivo Windows App.

Turnarounds in this Release

Implementation of Suppliers App

We have enhanced the usage of the Apptivo App in Windows platform by implementing the Suppliers App. The Suppliers are individuals, companies, organizations or countries that provide goods and services. You can now manage your Suppliers easily and keep a track of the information of your Suppliers including all the contact information and the list of the products.

Suppliers App in Windows

Consider the Suppliers App. Clicking on it you can view the supplier’s records created in the web version, edit, and search for the supplier’s records. And you can also create new suppliers by clicking on the “+” icon, which will also get reflected in the web.

Create option in Suppliers

Once you click on the “+” button, you will get the screen as shown in the below image, complete creating the supplier to add them to the records.

Creation of a Supplier

Besides creating a supplier, you can perform various actions like collaborating the activities to the Suppliers App, Duplicate the supplier and take a picture of your supplier instantly.

Creation of a Supplier

Sectional Visibility Condition

We have implemented the Sectional Visibility Dependency for Activities like Events, Call Logs, Tasks, and Follow-Ups. With the Section Condition Dependency feature for visibility on hand, you can customize the sections that have to be visible based on any criteria.

Note: You need to configure this setting from the Web version which will be reflected instantly in your Windows device on refreshing.

For instance: In the web version, go to the Events Settings -> Customize App -> Master Layout. Click on Payment Details section -> enable the Conditional toggle ON under the Visibility section and define the condition as “Billable = ON”. This depicts that, when Billable is enabled, the section Payment Details will be visible.

Sectional Visibility Settings

And now in your Windows device, on enabling the Billable field, you can view the Payment Details section as shown in the image below:

Section Visible in Windows

When Billable field is disabled, the section will be hidden:

Non-Visible Section in Windows

Attribute Conditional Dependencies

The Conditional Dependencies is now implemented in the Activities like Events, Call Logs, Tasks, and Follow-Ups. You can now grant access at the entity levels for both the standard and custom fields. The Attribute level Conditional Dependencies can be implemented in three different ways.

  1. Conditional Visibility Dependency
  2. Conditional Mandatory Dependency
  3. Conditional Value Dependency

Note: All these customizations should be done in your web version which will get reflected

Conditional Visibility Dependency

With this feature, you can make a certain field visible when a criterion or condition is met. You can provide a condition that has to be satisfied to make the field visible on the creation page.

For instance: Consider the Events. Go to Settings -> Customize App -> Master Layout -> Click on Event Duration and enable the Conditional toggle ON under Visibility section from the Inspector tab and specify the condition.

Visibility Settings for attributes

This depicts that the field Event Duration should be made visible when the Billable toggle is enabled. So now when creating an Event from your Windows device, the Event Duration field will initially not be visible in the Creation page.

Attribute not visible

The Event Duration will be made visible when Billable toggle is enabled, as shown in the below image:

Attribute visible

Conditional Mandatory Dependency

With this feature, you can customize an attribute to be mandatory when a certain criterion or condition is met. You can provide a condition that has to be satisfied to make the field mandatory on the creation page of activities.

For instance: Consider the Events. Go to Settings -> Customize App -> Master Layout. Click on Event Duration field and enable the Conditional toggle ON under Mandatory section from the Inspector tab and specify the condition.

Madatory field Settings

This depicts that, the field Event Duration should be made mandatory when the Billable toggle is enabled. So now when creating an Event from your Windows device, the Event Duration field will initially be a non-mandatory one in the Creation page.

Non-Madatory field

The Event Duration field will be made mandatory once the Billable is enabled, as shown in the below image:

Madatory field

Conditional Value Dependency

This feature allows you to define a criteria/condition based on which an attribute value can be restricted to a specific one when the defined condition is met. You can provide a condition that has to be satisfied to make the field’s value to show/hide on the creation page as activities.

For instance: Consider the Events. Go to Settings -> Customize App -> Master Layout. Click on Priority field and enable the Conditional toggle ON under Value Restriction section from the Inspector tab and specify the condition.

Value restriction dependency settings

This depicts that, the field Priority should automatically be set to High when the Billable is enabled. So now when creating an Event from your Windows device, the Priority field will be set to High when Billable toggle is enabled.

Value restriction in windows

The Priority field will not have any values in the drop-down if the Billable field is disabled.

Empty Value in windows

Highlighting Leads

We have added the highlighting feature in Leads App for Windows in this release. This highlighting feature allows you to easily track the Leads based on the highlighting condition.

Note: You need to configure highlighting rules in the web which gets reflected in Windows App.

For Instance: In the Web, Go to Leads App. Click on “More -> Settings -> Leads-> Highlighting”. Click on Create button to create new highlights for leads with the prior condition. Here, we have given “Lead Status= New and Assigned to = Andrea Newman”. So, whenever the Lead is created with “Lead Status= New and Assigned to = Andrea Newman”, it will be highlighted.

Highlighting Leads Settings

Once updated in Web, you can check for highlighted Leads in Leads App.

Highlighting Leads

App Conversions

A notable feature in this release is the Conversion of apps like Work Orders and Estimates to Invoice, and Customer to Contact in your Windows devices if the Conversion settings in the web are set to Standard.

Work Orders to Invoice: Let us consider the conversion of Work Orders to Invoices. Your Work Orders can now be converted to a Invoices. To convert, click on the More drop-down found in the Work Orders Overview page -> Convert option.

Convert option in Work Orders

You can find the Work Order converted as Invoice with the objects from the Work Order auto-populated as shown in the below image:

Invoice created from Work Orders

Estimates to Invoice: Let us consider the conversion of Estimates to Invoices. Your Estimates can now be converted to a Invoices. To convert, click on the More drop-down found in the Work Orders Overview page -> Convert option.

Convert option in Estimates

You can find the Estimate converted as an Invoice with the objects from the Estimate auto-populated as shown in the below image:

Converted Invoice from Estimates

Customer to Contacts: Let us consider the conversion of Customers to Contacts. Your Customers can now be converted to Contacts. To convert, click on the More drop-down found in the Customers Overview page -> Convert option.

Convert option in Customers

You can find the Customer converted as Contact with the objects from the Customer auto-populated as shown in the below image:

Converted Contacts from Customers

Stay Tuned with all updates in Apptivo by clicking here!!!

Have a positive-vibed year ahead!!

Cheers,
Grace

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