Release Notes for August 20, 2017 – CRM, Financial & Product Management

Posted on 10:18 pm, August 22, 2017 by operations

apptivo_release_august

In the August 20, 2017 release, Apptivo delivered an effective update to all customers. The following list outlines the new features included in this delivery: Detailed News Feed for CRM Apps Default Home Page view as Kanban in Opportunities App Opportunities Access Level – Add to Exceptions (Employees or Team) 12 Months Pipeline based on…

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Release Notes for August 5, 2017 – CRM, Supply Chain, Collaboration & Financial Management

Posted on 5:56 am, August 8, 2017 by operations

aug_release_notes

We are excited to inform you that, on August 5, 2017, we have released updates that are worthwhile, where you’ll find a complete list of changes below. The key switches in this release include: Opportunity to Contracts – Sharing Feature Bulk Action – Update and Remove Tags in the Leads, Customers and Opportunities App Purchase…

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Release Notes for July 15, 2017 – Supply Chain, CRM, Product & Financial Management

Posted on 6:57 am, July 18, 2017 by operations

product_release_web

In the July 15, 2017 release, Apptivo delivered an effective update to all customers. The following list summarizes the new features included in this release: Inventory Management – Warehouse Enable/Disable in Setting Custom Reference Section Attributes Mobile List Layout for CRM Apps Inventory Management in Items App 360 tab “Make Payment” button should display based…

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Release Notes for July 01, 2017 – General, CRM, Financial & Supply Chain Management

Posted on 7:30 am, July 4, 2017 by operations

july_release_notes

We are happy to inform you that, on July 01, 2017. Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: Slack Integration Call Logs – Asterisk PDF File Renaming – Email Compose Page Case to Invoice – Employee Billing Rate in Invoice New View under…

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Release Notes for June 03, 2017 – Collaboration, CRM & Financial Management

Posted on 5:48 am, June 5, 2017 by operations

jun_03_release_notes

In the June 03, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: All Mail view by default in every apps Kanban Layouts in Opportunities App Kanban Filter Opportunities Row highlighting Sales Cycle Switched Distributors App V6 Collaboration General All Mail – By…

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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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