Apptivo Product Updates As Of June 14, 2019 – CRM, Financials, Supply Chain, and Collaboration

Implementations and Enhancements

• Export Custom table attributes
• Custom Ref App in 360 view
• Items Sales By Category report in Invoices app
• Enhanced Estimate conversion
• Bulk Void Invoices
• Row-level preview in the table section
• Unique Line Number Generation
• Barcode Generation
• Export in Target Lists
• Contacts Enrichment
• Force syncing emails
• Advanced Search of Ref App fields in the date range

CRM

Export Custom table attributes

One of the major releases made is the export option which includes standard and custom table attributes. You are given the choice of exporting the data with the current view, or with all the fields that exclude table and includes the table in the Contacts App.

Custom Ref App in 360 views

You can view the associated data of the standard ref app and custom ref app in a 360-degree tab. Now the 360 Degree Association toggle is supported in Opportunities, Projects, and Invoices App.

Financials

Items Sales By Category report in Invoices app

The Invoices can now be listed based on the item sales by category. This is one of the new features implemented in this deployment. This report can bring out all the items based on the category, status and filtered based on any specific time span.

Enhanced Estimate conversion

The estimates can be converted any number of times using the custom conversion. Allowing custom conversion for multiple times is an important enhancement in the Estimates App.

Bulk Void Invoices

We have implemented the feature of voiding the invoices in bulk. This saves you time and makes it more productive.

Row-level preview in the table section

The Row-level Preview option for the line level sections is now implemented in Apptivo. Once the preview option is accessed, you can view and edit the line level attributes in the side panel pop-up.

Supply Chain

Unique Line Number Generation

Creation of line numbers is enabled with the use of the counter attribute in the line level. You can now automatically generate line level numbers in the Purchase Orders and the Orders App.

Barcode Generation

Generating barcode can be used to scan the generated barcode from the printed Purchase Orders or Orders and it would deliver the purchase order or order number to the device that it is connected to. Generating barcode in one of the most awaited features implemented in Apptivo.

Export in Target Lists

The export option is now added to all the tabs in the Target App. All data in the Targets App can be exported by segregating them.

Collaboration

Contacts Enrichment

Any contacts that you save in the Contacts App can be enriched with additional information using this feature. This enables you to enrich the contacts’ details.

Force syncing emails

You can force the IMAP syncing using this feature when the email sync fails in Apptivo. This is one of the long-awaited features in Apptivo.

General Updates

Advanced Search of Ref App fields in the date range

We have enhanced the advanced Search option by extending it to search the ref app field data in the date range formats(Date format, Date and Time format).

Catch you shortly with the next set of our updates in Apptivo!
Till then, stay tuned for updates in our blogs and posts!

Cheers,
Grace