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….

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SaaS for Startups and SMB’s

Posted on 3:38 am, April 10, 2019 by Anand Narayanaswamy

For starters, I have been working in the IT industry for nearly 20 years, yet it was only in the last 4 years did I start working in SaaS platform for business solutions. I am not going to divulge into the pros and cons of cloud based application versus on-premise applications. The objective of this…

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Apptivo Product Updates As On March 17, 2019 – CRM, Financials, Supply Chain and Collaboration

Posted on 5:04 am, March 25, 2019 by Grace Douglus

Product Updates as on March 17, 2019

Greetings! We are back with the next set of enhanced features to provide you with a better experience with our product. We have a list of updates and enhancements made in this release to make it beneficial for you. Take a quick glimpse through the article to get the picture of the Product Updates in…

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Apptivo Product Updates As On February 16, 2019 – CRM, Supply Chain, Financials and Collaboration

Posted on 2:24 am, March 5, 2019 by Grace Douglus

Product release for Feb 16, 2019

Happy to welcome you all with the next set of updates in the Apptivo Apps! We are here to present you a list of features that are implemented and enhanced in Apptivo this February 16, 2019. Take a quick look through the post to get the features handy and enrich your experience on Apptivo Product…

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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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