Removal of V4 PDF Templates in Financial Apps

Posted on 10:59 pm, August 7, 2017 by operations

pdf_editor

With our upgrade to V6, we’ve provided a lot of great enhancements to our existing PDF editor for Estimate, Invoices, and other apps. Now that V6 has been available for some time, we’ll be removing access to your old templates as part of our ongoing system maintenance. Up until now your old templates have remained…

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Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management

Posted on 4:53 am, May 22, 2017 by operations

product_release_may

We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…

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Release Notes for May 12, 2017 – Home Page, Project, Human Resources & Product Management

Posted on 5:45 am, May 17, 2017 by operations

may_apptivo_release

In the May 12, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: App Categories Task List Projects – Template Visibility Employees Password Generation Ideas Recurring Highlighting Collaboration Tasks App Categories Task List – We have added the “App Category” in the left…

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Release Notes for May 06, 2017 – CRM, Project & Product Management

Posted on 3:56 am, May 10, 2017 by operations

may_product_release

We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…

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Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR

Posted on 4:11 am, February 7, 2017 by kdevarakonda

product-release-notes-0417

On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to…

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Release Notes for January 28, 2017 – CRM, & Project Management

Posted on 1:51 am, January 31, 2017 by kdevarakonda

product-release-notes-2817

On January 28, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to…

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Easily manage calls with Apptivo’s RingCentral integration

Posted on 10:29 pm, November 29, 2016 by kdevarakonda

ringcentral-apptivo-integrat

Nowadays, all the business are becoming dependent on the calling systems, as they make calls to grow their business. This has paved way for the use of various office phone systems. Also having a crm phone integration, is an added advantage giving you the ability to combine telecommunication and increase data collection. RingCentral is a…

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How to setup SPF and DKIM/Domain Key text records in GoDaddy Hosting?

Posted on 12:44 am, November 23, 2016 by kdevarakonda

godaddy-hosting

Apptivo allows you to deliver emails to your clients in many useful ways, and email delivered from Apptivo appears just like any email sent elsewhere. But, to ensure emails are delivered to your contact’s inboxes, and not spam, you’ll want to ensure that your SPF and DKIM record is set up properly. For users with…

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Avoiding Common Mistakes When Deploying a CRM System

Posted on 2:56 am, October 31, 2016 by kdevarakonda

avoid deployment crm

One of the most important business tool that should be part of any small business is the Customer Relationship Management System. This is a tool that connects the business with its customers and allows the marketing and sales team to work in tandem to improve their marketing strategies and close the deals respectively. Most of…

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