Apptivo Ranked As CRM Category Leader by GetApp for Q2 2019

Posted on 4:49 am, July 16, 2019 by Grace Douglus

GetApp

On this day, we’re thrilled to publish that Apptivo CRM has been again chosen and labeled as one of the “15 Category Leaders” in CRM Category by GetApp in their quarterly rankings. Apptivo CRM excelled as one of the top 15 in the “Category Leader” serves as a testimonial for a Customer Relationship Management Software…

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Apptivo Product Updates As Of July 06, 2019 – CRM, Financials, Supply Chain, and Collaboration

Posted on 9:38 pm, July 9, 2019 by Jeyapriya Balasubramanian

Product Release July 06, 2019

Hi Everyone! Welcome to the next list of features updated in Apptivo as of July 06, 2019. Enhancements and Implementations: Disabling Support Plan Re-association in associated cases table Enhanced function attribute System generated information in Suppliers app Custom views in Work Orders app In-person Sign in Work Orders App Archive Email CRM Disabling Support Plan…

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

Posted on 11:52 pm, June 19, 2019 by Grace Douglus

Product Release June 14, 2019

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…

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The Apptivo Add-on for Gmail

Posted on 11:42 pm, June 16, 2019 by Jeyapriya Balasubramanian

With the Apptivo Add-on for Gmail, you can view and create Contact, Customer, Lead, Supplier, Case, and Opportunity. You can also Associate emails to Apptivo. Each time you open an email, your Gmail add-on will appear on the right. After installing the add-on, click the Apptivo icon to view Apptivo records and options. Google is…

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Apptivo Password Policy

Posted on 6:13 am, June 11, 2019 by Jeyapriya Balasubramanian

Policies are usually adopted by organizations in order to follow a course if action. We have formulated password policies for Apptivo which enriches the security setting of the company. Password Policies are a set of rules and restrictions which are framed and has to be followed while creating a password. This concept is widely used…

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Apptivo Product Updates As Of June 01, 2019 – CRM, Financials, Supply Chain, and Collaboration.

Posted on 1:28 am, June 5, 2019 by Grace Douglus

June 01, 2019 Product updates

Hi Everyone! Happy to present you all with the next set of updates in Apptivo as of June 01, 2019. Enhancements and Implementations Update existing records during import Table import in the Contacts App E-Sign in Work Orders Scaling in discounts Property Tracking status Custom views in Orders App Newsfeed tagging CRM Update Existing Records…

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Apptivo Mobile Release Updates As Of May 10, 2019 – Windows All-in-one App: V6.3.3.0

Posted on 7:15 am, May 24, 2019 by Jeyapriya Balasubramanian

Product Release Windows May 10

Hi everyone! It is our delight to welcome you all to the new Windows Apptivo All-in-One App build V 6.3.3.0. Take a look at the list of new features and feature updates deployed in this release. Download the latest version of the Apptivo Windows App Create Recurring Events and Tasks Implemented Date & Time and…

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Apptivo Product Updates As Of May 18, 2019 – CRM, Financials, Supply Chain, and Collaboration

Posted on 5:33 am, May 22, 2019 by Grace Douglus

Product release May 18,2019

We are happy to update you with all the latest Apptivo updates, all the new implementations and enhancements are to enrich your experience and ease your day to day life. Let’s take a glance through the product updates as of May 18, 2019, in CRM, Financials, Supply Chain, and Collaboration. Enhancements and Implementations Triggers implemented…

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Why Do Most Of The Startups/Small Companies Without Project Management Fail?

Posted on 5:40 am, May 16, 2019 by Vipul

WHY DO MOST OF THE STARTUPS/SMALL COMPANIES WITHOUT PROJECT MANAGEMENT FAIL?

The practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time is called Project Management. Every Project is temporary and has a beginning and end time, and therefore defined scope and resources. It consists of planning and organizing the…

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Why Companies Should Not Use Emails To Manage Their Client Issues

Posted on 5:00 am, May 15, 2019 by Vipul

Why Companies Should Not Use Emails To Manage Their Client Issues

Most of the companies/businesses have shared mailbox for their support. In the beginning, having a shared mailbox makes sense as the number of issues will be less but when the business grows the mailbox starts cluttering and overflowing with issues and requests. This is where Apptivo comes in to provide companies and businesses with a…

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