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…

Read more »


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…

Read more »


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…

Read more »


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…

Read more »


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…

Read more »


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…

Read more »


Apptivo Release Updates As Of April 17, 2019 – Windows All-in-one App: V 6.3.2.0

Posted on 9:18 pm, May 14, 2019 by Jeyapriya Balasubramanian

Product Release

We are happy to give away the new Windows Apptivo All-in-One App build V 6.3.2.0. To enhance your business we have done a couple of implementations in this release. Take a glance at the software by streaming your eyes through this report. Download the latest version of the Apptivo Windows App Supported Custom and Cases…

Read more »


Apptivo Product Updates As Of May 04, 2019- CRM, Financials, Supply Chain & Collaboration

Posted on 6:03 am, May 9, 2019 by Grace Douglus

Product Release May 4, 2019

We are happy to get back to you with the next set of updates and enhancements in Apptivo, making it more user-friendly! The following are the list of features which has been added to Apptivo as of May 04, 2019. Updates and Enhancements Case Limitation Auto-Association while Conversion Edit Access Level Export in .xls MRR…

Read more »


Apptivo Product Updates As Of April 25, 2019 – CRM, Financials, Supply Chain & General

Posted on 6:21 am, May 7, 2019 by Grace Douglus

product_release_apr25

We are happy to catch you all with a new set of features deployed in this release. It has been a long time, and we are working tireless, to make your day-to-day experience with Apptivo more productive! Take a quick look into the article to know more about the features that are enhanced and implemented…

Read more »


Creating the Right Workflow Strategy in Business Software

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

whiteboard workflow

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….

Read more »