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

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 Fields: Added sharing custom fields in Opportunities, & Estimates. Share custom fields from one app to another. Create a custom section with number of custom fields to have a detail relationship to another object. You can view the values of custom fields that are shared.

• Opportunities – Added custom section sharing toggle button in Estimates & Invoices. You can switch it on/off according to your requirements.
  
• Estimates – Added custom section sharing toggle button in Projects, Work Orders, & Invoices. You can switch it on/off according to your requirements.
  

Common App Updates

PDF Builder: We have added a new customization in PDF builder, which are Section’s Title and Attribute’s Width.

• Section Title – You can hide the Section Titles of your PDF by On/Off the toggle button in Print/Web Layouts. The result will be automatically reflected in the print PDF and preview mode.
  
• Attribute’s Width – With this new Attributes Width customization, you can perfectly customize the width’s of both Label and Value formats of any attributes, as shown below.