MOBILE RELEASE NOTES ON March 31, 2018 – iOS All-In-One APP

Posted on 11:28 pm, May 3, 2018 by ivenkatesh

iOS mobile release march 31, 2018

We, at Apptivo, are happy in sharing the latest feature updates and enhancements which were deployed on April 03, 2018. Keep yourself updated with our feature enhancements. Find below the list of features, which were worked on in the last release: iOS All-In-One App Updates Projects App Create Projects View & Edit Projects Create &…

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Release Notes for March 17, 2018 – CRM, Supply Chain, Financials, Marketing & Collaboration

Posted on 5:17 am, March 22, 2018 by ivenkatesh

product_relase_mar17

We are happy to announce the feature updates and release of new features in Apptivo, which were deployed on March 17, 2018. Become more acquainted with the most recent features and keep yourself refreshed on what’s new in Apptivo. The following are the list of features which were released on, in the last deployment: Contacts…

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MOBILE RELEASE NOTES ON JANUARY 24,2018 – APPTIVO

Posted on 3:25 am, January 29, 2018 by ivenkatesh

product_relase_jan24

We, at Apptivo, are very happy with the update of the Android Unified App (Apptivo Base) which have been deployed on January 24, 2018, with various updations which are much useful for Mobile devices. Now, let us go through a brief note about each feature included in this Unified App. ANDROID UPDATES CRM Homepage for…

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Release Notes for January 20, 2018: Financials, Collaboration, CRM

Posted on 9:52 pm, January 23, 2018 by ivenkatesh

release notes jan 24

We, at Apptivo, are happy in releasing a prominent list of feature updates. Have a look at the various new features and product updates, which were deployed on January 20, 2018: Relation Types of Contacts and Customers Phone and Email Support in the Kanban Layout (Leads & Opportunities App) Pricing Feature – Kit Orders Pricing…

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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 March 25, 2017 – Marketing & Financial Management

Posted on 5:55 am, March 28, 2017 by operations

march_apptivo_updates

On March 25, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key features in this update include: Email Template Changes (UI level) Dynamic Targets in Targets App Edit Feature in Campaign Template Multi Currency support in entire Financial Apps Estimates App Notifications Security Actions…

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Implementing a Product Sales Process using Apptivo Apps

Posted on 5:58 am, March 26, 2013 by Ram Renga

Product Sales Process

For an effective crm sales process, sales force automation is an important aspect. This vital activity of sales automation can be seamlessly done with the sales management tools. To assist the sales managers and teams in producing better sales and productivity, sales software is used nowadays. The following scenario explains the sales process steps of…

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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by Todd Miner

opportunities_reports

This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by Todd Miner

field_service_mgmnt_flow

Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes…

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