Creating the Right Workflow Strategy in Business Software

Posted on 11:04 am, April 10, 2019 by

When it comes to building out a business software system, we’ll look at the fields and data we capture, the automatic activities to perform, and the reports we want to generate at the end of the day. But… none of this will matter without the users performing their daily activities and inputting into the software….

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5 Tactics to Align Digital Marketing Efforts With CRM

Posted on 7:54 am, September 21, 2016 by

Creating a balance between your digital marketing efforts and your Customer Relationship Management software is really all about aligning your objectives and being determined to run your CRM and not let your CRM run you. If you’re clear about what your objectives are from the beginning and have boiled those down to their essence you’ll…

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Projects App V6 Now Available – September 3rd Update

Posted on 8:01 am, September 7, 2016 by

This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…

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August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by

Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

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Document Management With Microsoft OneDrive Now Available

Posted on 12:13 pm, May 25, 2016 by

Apptivo now supports linking documents from Microsoft OneDrive!  This new integration works very similar to the existing documents app integrations with Google Drive and Dropbox. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps!  Keep your files stored in OneDrive, and link relevant files…

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Simple Expense Management With Apptivo Expense Reports

Posted on 9:57 am, May 23, 2016 by

As you might have seen, the Apptivo Expense Reports App is now available across all Apptivo plans, and various marketplaces. It is a simple expense tracker app, where the process of keeping track of expenses is made simpler and easier. In this post, we’ll cover everything you need to know about our new expense management…

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Define Your Cloud Security Strategy With Role Based Access Control

Posted on 11:36 am, May 18, 2016 by

As more apps move to the cloud, IT security remains a hot topic when it comes to business systems. Having rock-solid security practices is important at the least, and even lawfully required for many businesses. Securing your business software is one integral part of creating a strong IT security strategy. Every administrator should strive to…

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Creating Custom Formulas With Function Attributes

Posted on 11:04 am, May 13, 2016 by

One of the newer features packed into Apptivo’s V6 technology are Function Attributes.  These attributes allow you to create custom calculations based on the values of other fields, and display this calculation anywhere on the page that you’d like.  In this article we’ll cover some example scenarios where functions can be used, walk through the…

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