Release Notes for February 10, 2017 – CRM, Financials, & Common Apps

Posted on 4:41 am, February 13, 2017 by kdevarakonda

release-notes-feb-10

On February 10, 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: Share Custom Fields ( Opportunities & Estimates ) PDF Builder ( Section Title & Attributes Width ) Complete Release Notes By App CRM & Financials Updates Custom…

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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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Apptivo Invoices App for Windows is here

Posted on 1:57 am, December 20, 2016 by kdevarakonda

windows-invoices

Did you know that Apptivo Invoices App for Windows has been moved online. It’s completely free with your online subscription. You can easily handle the invoice processes like create, send, reminder and more in single path. It is entirely designed for managing invoices without any burden and which works more effective, when you are away…

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September 19 Product Updates: Stripe & Quickbooks Integration with Apptivo

Posted on 3:20 am, September 21, 2016 by kdevarakonda

stripe-invoices

We are delighted to announce our new integrations for payment gateway and financial accounts transactions in Apptivo. Our customers were keenly interested in these integrations, even though they have a separate account with those application they wanted to integrate the same with Apptivo to make their work easier. Hence we prioritized the update with the…

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August 27 Apptivo Updates – Procurement V6, Email Tracking, CRM View Builder

Posted on 2:59 pm, August 30, 2016 by Todd Miner

procurement_apps

Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…

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Mobile CRM now on Windows Devices

Posted on 1:11 am, July 12, 2016 by kdevarakonda

windows-crm

Fine!! After so many requests from our clients and customers finally, our first version of windows CRM app is launched with the exciting features. Customers can directly download this app from the windows mobile. As like android and iphone CRM it has all the features to help the users, which is user friendly & close…

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An Exciting New Year – Apptivo V6

Posted on 3:55 am, March 5, 2015 by Todd Miner

apptivo-v6

After many months of blood, sweat, and tears, the latest Apptivo technology is finally here. If you’ve been following our story, we began rolling out our V5 technology in August of 2013, and continued updating the core applications into early 2014. Since then, we’ve been hard at work producing the latest iteration: Apptivo V6. This…

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Updated WordPress Plugin – Integrate Your Website!

Posted on 4:55 pm, October 31, 2014 by Todd Miner

wordpress_integration

Apptivo’s WordPress plugins have been around for years, allowing customers to easily connect their website to Apptivo, even without any programming or technical knowledge. We’ve just updated our “Business Site CRM” plugin to offer more functionality than ever, and it’s even easier to set up than before. Anyone with a WordPress site can head over…

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Homepage Version 5.0 Released! Introducing My Agenda

Posted on 8:06 am, March 20, 2014 by Todd Miner

my_agenda

This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available…

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