Let’s begin the wonderful month of February with the latest product updates of Apptivo. Adding another feather to our cap, we have introduced features that are more resourceful with smart and controlled access.

Updates and Enhancements

  • Sort Ranges for Employees App
  • Print PDF in Customers App
  • Bulk update the Back orders in Items app
  • Advanced filters in Associated Object Report
  • Preview the images on the Estimates and Invoices verification page
  • Custom Convert the tables with Criteria in Opportunities App

Sort Ranges for Employees App

The latest update paves the way for sorting in the Employees App. Sorting is a great tool to manage your database. It ensures the proper organization of records and easy retrieval of information. With the introduction of sorting feature in Employees App, you can now sort the records in ascending and descending order. Sort Ranges offers multiple attributes based on which your records can be sorted.

Sort Ranges


Click here for more information.

Print PDF in Customers App

Customers are the greatest resource of any organization. Apptivo’s Customers App is a great CRM tool to manage all information associated with the customers. With the latest update, you can print your records as a PDF. You can configure the settings from the Print/Web Layout section and print the record as a PDF.

Print PDF


For detailed information, click here.

Bulk update the Back orders in Items app

Items App in Apptivo assists in maintaining records related to your Items. Inventory management is of utmost significance as it helps to provide instantaneous information to the customers. Adding Back orders for Items will increase the value and demand for an Item. It also ensures your sales don’t drop for an Item. You can now add more than one item as a back order using the Bulk action feature.

Back order


Click here for more information.

Advanced filters in Associated Object Report

Advanced Filters in CRM Apps aids in easy retrieval of information. Organizations find it to be a mandatory requirement to generate reports for research and analysis purposes. Having reports also help to segregate records according to our requirement. Apptivo has introduced advanced filters for reports. You can now filter your data using operators.

Advanced Filters


For detailed information, click here.

Preview the images on the Estimates and Invoices verification page

With the latest update, you can print the images in Estimates and Invoices App as a PDF. Your estimate and invoice might include items and other necessities that require images for identification. Moving forward, you can have the image associated with an Estimate or an Invoice in the PDF.

Preview Image


For detailed information, click here.

Custom Convert the tables with Criteria in Opportunities App

Set criteria while mapping tables in the Opportunities App. You might need to convert a table while performing the custom conversion. But, there might be instances where you want the table to map the information only when the criteria match. In those cases, you can use the set criteria feature to achieve it.

Set Criteria


Click here for more information.

Stay tuned for the updates in Apptivo from blogs and answers.

Leave a Reply

Latest Blogs

Apptivo Product Updates as of November 21, 2022

Any CRM should aim to advance your business and make work easier. That is why Apptivo develops innovative approaches to make your life easier by introducing fantastic features twice a month

Read more 

Apptivo Product Updates as of November 07, 2022

Early startups were raised on technology, and to stay up with the rapidly expanding business landscape, they must convert their workforce into digital technology while managing expenses. By providing a wide range of integrations and first-rate customer service, Apptivo is here to take care of businesses of all sizes

Read more 

Apptivo Product Updates as of October 17, 2022

We’re beyond thrilled to announce our new features this week! This further validates Apptivo as the go-to solution for your booming business. We’re always enthusiastic when it comes to providing our customers with the finest features and boundless services

Read more