Hi Everyone! Welcome back to the next set of updates in Apptivo as of August 17, 2019.
Implementations and Enhancements
- Auto-capture ISD code
- Scheduling Recurring Invoice
- Custom Table Section Export
- Gantt Chart Dashboard
- Multi-currency support while import in Items app
- Disable Customer Portal Login
Auto-capture ISD code
You can automatically get the ISD code populated in the phone number field based on the country in the default address type. This can be configured for the standard phone number fields in all CRM apps.
Financials and Project Management
Scheduling Recurring Invoice
The “Recurring Time” option of the recurring invoice in the Invoices app allows you to generate invoices in a specific time(along with your time zone). Based on the recurring time, a recurring invoice will be generated to the customer every day, week, month or year.
Custom Table Section Export
The Export feature in the Apptivo Financials App allows you to export the records and take a backup of all data into a spreadsheet (in CSV and XLS format), in just a few simple steps. The Apptivo Financials apps that allow custom table export are Invoices, Orders, and Estimates.
Gantt Chart Dashboard
Gantt Chart dashboard allows you to view the entire project and their milestone and task on a single page. You can now view the Project Gantt charts listed in the dashboard. You can customize the visibility of this dashboard in the Project settings.
Multi-currency support while import in Items app
When we import the items, you will be allowed to import the item’s price and the currency code. Import can be done only when the Allow override toggle is enabled in the master layout of the Items app.
Disable Customer Portal Login
You can disable the Customer Portal Login through the Xinnect App. Disabling the customer portal login can be made just by a push of the “Disable Login” button.