DKIM stands for DomainKeys identified mail. It allows checking whether the email is received from the specific domain which is been authorized. These kind of signatures are generally not visible to the end users, and it needs to be verified by the recipients.
Know moreAll good things take time and Apptivo is here with all the good things for your business. We are delighted to show you the latest product enhancements that might make you go aww over the product. Foremost, Businesses can ensure the closure of customers' cases within the agreed SLA timeframe during business hours to provide timely and satisfactory resolutions to customer issues and to restrict the case creation of OOO or Spam emails from your customer to enhance overall customer satisfaction and maintain a high level of service quality. We understand that calculating the time taken to close a case during business hours is vital for businesses to comprehend how much time employees are leveraging to complete the work given. Wish to know more about the indispensable feature? Let's dive deep...
Know moreThe wait is finally over! We are here with new enhancements for this week. Aren’t you curious about the latest enhancements? First and foremost, we have got you a crucial security feature. Now, your employees can access the Apptivo only within your Network IP to ensure the security of your business data. Additionally, we have enhanced the exporting capability of Apptivo by extending the limit to export more than 65K records in .xlsx format. Let’s peek into further details to get the most out of these newly released enhancements!
Along with these enhancements, we have also fixed some bugs as follows:
Know moreHello! Welcome to Apptivo’s release notes. This week’s enhancements are sure gonna save you time by automating the workflows and streamlining your business with ease! Do you know that now you can auto-update the status of a case while sending an email? Three actions at a time which is definitely going to save you time. Another enhancement is to track the first response time of your employees to the logged cases and thus get clearer insights into your cases. Let’s get into the details of these enhancements.
Apart from the above enhancements, the following bugs were fixed in this release -
Know moreUPS integration with Apptivo allows users to track their orders and shipment directly within Apptivo. This integration helps to automate your shipments; as soon as you create the UPS shipment within Apptivo, you’ll be provided with a separate table section “Package Details”. Based on the provided package information, the user can select the Billing Method and Shipping Option that includes the UPS real-time price of the shipment. Once the procedure is done, you can see the package’s tracking number updated on your apptivo account. The integration is a very easy and quick process, we have provided clear steps on the integration process of Apptivo and UPS. Read More
Now Apptivo supports Square Integration in iOS mobile devices too! Previously we have supported Square point of sale for our Android users, now we’ve taken this as a cue and introduced it for all iOS users to make their invoice management easier. You can connect your Apptivo account to Square and collect the invoice payments through Point of Sale in Apptivo mobile application with ease. We have provided resources on how to integrate with Square and also Point of Sale integration steps for all Android and iOS users to help you seamlessly integrate with Square and organize hassle-free financial transactions.
Know moreTags are used to categorize the records and you can access them in one central place. By using the View More option you can view all the tags that are available in the app in alphabetical order. We have implemented this feature in the Tasks, Calendar, and Call Logs activities to make your communication more effective with your clients. By using this, you can effortlessly seek out the tags you want to use. Read More
Apptivo provides the Add Note attribute in standard tables like the Service or Product/Item tables, where you can provide the description of the items or services. Every time you share an invoice or estimate with your customers in PDF format, you can add the notes that convey additional information to your clients. Now you can add the note at the row or column level from the print/web layout as per your requirements. As a result, the note will be available in the desired format in the printed PDF. Try this out and make your invoices and estimate PDFs more presentable. Read More
Know moreApptivo introduces Custom Views in the Emails App so that you don’t have to leave any emails behind. You can filter any email by specifying the Date, Sender’s mail ID, Recipients mail ID, Subject, Messages, and many more using the Advanced Search or My Views + icon. The result will appear in a flash and you can save them as a view. Since the created view will get often updated, future emails will be added automatically according to the applied filter. This means you could organize the emails and reach out to them with just two clicks.Read More
Know moreApptivo provides a variety of security-related features to keep your company data from being exploited. One of them is Access Level, which allows you to provide controlled access to your employees/users. By using this feature, two types of access can be provided to the employees - View orders and Edit orders. You can even add exceptions so that the employees who are added as Exception could access orders with ease. These are customizable, you can update them whenever you need, as per your business needs and preferences. Read More
Apptivo allows you to effortlessly organize events and invite attendees from the contacts, employees, and teams apps. Events attended by any of your contacts, employees, or teams are now automatically collected and shown on their respective Overview pages. Go to their record, hit the Calendar Tab and there you will have the list of events attended. This feature helps you to quickly glance at the meetings they participated in. You can even keep track of their events in this manner and save time by not having to examine each individual event and attendee. Read More
Know moreGet your invoices auto-synced with Xero just by sliding the toggle. This toggle has been introduced to make it easier for you to sync recurring invoices. Now it’s upon you to decide when to sync them, sometimes you might need to make some adjustments for the invoices even though they are recurring. By default, the Auto Sync Child Invoice feature will remain enabled. You could keep the Auto Sync Child Invoice disabled so that the invoice will only be synced with Xero after the update. If you want the invoices to be synced right after creating, then keep the toggle enabled. This toggle is introduced for both the Supplier Invoices and Invoices. Read More
It is always wise to remove unnecessary information from your records and data. This will help you to be concise about your priorities, especially in the business. Now the Delete option for Territories is available in Apptivo. Territories are one of the major parts of sales in your business. With the help of territories, you could sort out the geographical areas of your clients and assign your sales team to different territories. Deleting the territories will reflect in the Territory management app, as well as they will be removed completely from all the apps they are associated with. If the parent territory is deleted then all the child territories will get removed too. Read More
Triggers are one of the most needed and common features when it’s come to business. Now you can execute a trigger to get automated actions whenever you update a particular field. This feature is available in all the Apptivo applications and so easy to set up. With the help of this feature, you could keep track of the updated records by setting up different actions. You could apply the operator “Is Updated” to the different fields of your records. So that you could get automated notifications through SMS, Email, Updating Attributes, and many more. Keep up your business with the advanced features provided by Apptivo! Read More
Know moreRegardless of the private and public sectors, it should be very considerably necessary when it comes to your calendar events. Managing your day sheets with apptivo helps you to have a well-organized meeting regarding your business. Receive reminders and stay informed about activities taking place inside your company. When you establish a trigger in the Events app with the "Sent Mail" action, the email will automatically be sent when the conditions are met and be visible on the event overview page and in the Email App. This will allow you to access the emails related to your calendar event without having to navigate between applications and saves you time. Read More
The business is strengthened and your organization is accelerated through employee communication. Every team member must be aware of the events taking place within their group. so that they are conscious of what they can do to develop their capabilities and boost the expansion of the company. Collaboration is what makes for all of this. Every time your team sends or receives an email, it will now be displayed on the Team's Email tab as well as the Employee's Email tab, allowing your employees to keep track of the emails they are getting from your clients and fostering collective understanding among the team members. Try sending or receiving an email using the mail ID of your team to see them appear right away on the corresponding email tabs! Read More
Know moreThere may be instances where you couldn’t access your apptivo account and entered the workorder details in a file. Then it’ll become a handful for you to enter the records in the apptivo account manually. To avoid this kind of situation we have introduced the Import option in the WorkOrders app. Here, you can import the new orders or you could even update the existing records by uploading the CSV file. In case, if you have any failed records while importing you could download the file which will have failed records in it. Since this is already an existing feature in the other apps, it’ll be easier for you to access. Try importing your workorders now! Read more
Know moreOne of the greatest methods to manage our company's financial transactions is through digital accounting. The Xero integration services are already available to us. Now the Xero integration is available under the Business Settings. In addition to moving, we introduced the 2-way sync for Invoices and Supplier invoices apps and incorporated a few more advanced functionality that would undoubtedly be useful for our clients and aid them in growing their businesses. Keep track of each and every business transaction by having your Apptivo records synchronized with Xero. The sole goal of this upgrade is to empower our clients to evolve with the digital economy globally. Read More
Know moreAdvanced Features is one of the perks of using the CRM, but using the customizable CRM where you can make work of your own thoughts is what we all need for business. Apptivo will be the best CRM in providing the customizable feature in different applications and to keep up with that fame we are here with the feature enhancement for the sales receipts app. Now, you could create your own views and get access to them whenever you want with ease. Read More
Maintaining the summary of records helps businesses to analyze the progress of their data in less time. It would be easy for you to keep track of your records frequently. Summary boxes will provide the summary of records in sum, count, and average. Create your own view with summary boxes and get the view on the left panel view. You can create up to six summary boxes by providing different criteria to meet the needed scenarios and get insight into your sales receipts. Read More
Now we support the non-editable invoice date field in the Invoices app. You could customize the invoice date attribute as per your business requirements using the master layout. There may be situations, where the modifications might happen with your employees, and those mistakes, are not very promising for the nourishing business. So here we’re with the default date and read-only option. Change your invoice date field into non-editable fields and have a flourishing business in the future. Read More
Know moreSquare point of sale is intended to accept payments from customers using Android devices. We've returned with this fantastic solution after several of our clients requested it. You can now connect your apptivo account to Square and collect invoice payments online using an Android device. We've also offered resources to assist you in integrating with Square and conducting trouble-free financial transactions. Read More
Maintaining help texts makes your tasks a little easier. How? You may ask. Well through help texts you can add the messages that you want to convey to your employees about the fields in an app. Not only you can define the meaning of that field, but you can also other texts that you would like to inform like informing them about the fields and so on. Apptivo won’t give you complicated customization options, you can configure this feature with simple steps and get them on your Apptivo Account. Read More
Know moreKeeping track of the tasks will always help you to analyze the progress of the work. Triggered emails help you to get engaged with the ongoing business process. When you create an email trigger for the task with criteria, the emails will be available under the Email tab on the overview page of that task which satisfies the condition on the criteria section. You don’t have to switch between the apps to view the triggered emails. Just open the task overview page and find it under the Email tab. Read More
Sales receipts serve as verification of payment. Record the sales receipts of your customers and export them. Till now, you could get the PDF version of sales receipts using the Print PDF on the overview page. There might be situations where you would like to perform the bulk export and share them with your customers or employees. Now you can perform the bulk export action and get the records in XLS and CSV formats. Read More
Know moreBest Payment Gateways for our customers from Apptivo! Payments gateways are the fastest way to receive payments through debit or credit cards. Now, Apptivo has integrated with Square to make payments easier for our customers. Square is an online payment processing solution with a secured interface. By integrating your Apptivo account with Square, you can get the Square Pay option in your invoices and other financial applications of Apptivo. Read More
Know moreProjects app allows you to manage the information about your projects. Now the Apptivo’s Projects app allows you to print the project’s information in PDF format. By using this feature you can maintain the information on your projects and also perform the project billing. You can design your own pdf templates by using the attributes and fields on the project creation page. Read More
Know moreAdding territories for your customers will definitely add value to your business. It defines the sales territory that your contact resides in. By using this feature, you can sort out in which territory your sales increased and take measures accordingly for your business. Now you can add multiple territories to a single contact manually and also through importing which makes your business more efficient and productive. Read More
Know moreApptivo's properties app is focused on keeping track of all of your properties' details. The Useful Links section of the properties app allows you to add and access the links you need quickly. Apptivo has now improvised this functionality by allowing users to customize the useful links section. You can customize the useful links section as needed to meet your business requirements. Read More
Now all the Group Listing Reports are available to be scheduled. As you’re well aware that our team has recently implemented Scheduled Reports in the Opportunities app. Now they’ve enhanced this feature by making Group Listing Reports available in the Schedule Reports. For instance, let’s consider you want to send the configured report to the employee/team every week Monday instead of sending it manually. You can achieve it by scheduling the report from the settings. You can generate the group listing report, schedule it and send it to your employees, teams, and contacts automatically. Read More
Know moreApptivo apps can now include QR codes. You can get information about products, services, contacts, and more by scanning QR codes. QR codes are employed in marketing, customer support, and even sales by many firms these days. You may also print the QR code in your pdf according to your company's needs. This will make your business processes better and simpler. Read More
Previously Scheduled Reports are available in Contacts and Customers apps. So this time we have enhanced our tool by introducing the Scheduled Reports in Opportunities app. Now you can automate the reports and email them to your employees, teams, or contact. By using this feature you can save time, can also increase the efficiency of your business. Keep track of the records and share them with your employees regularly. Read more
Know moreA summary table uses categories and statistics to put your raw data into a more understandable format. Counts and statistics can be determined using a summary table. Sum, Count, and Average are the three methods of aggregation available in apptivo's Summary Tables. Summarize By feature, sum up the total values in the end-user output summary table, allowing you to have a better understanding of your data. Read More
The Charts of Apptivo allow you to gain insight into your data by employing charts, which helps you to enhance your business by offering statistical information. The Filter option in Apptivo's Intelligence Charts allows you to filter out the data you don't need and enables you to view the information you need for your business. Apptivo has improvised the filter feature of intelligence charts by enabling the users to select multiple filter fields. Read more
Apptivo Invoices allows you to quickly produce and send professional invoices, allowing you to be paid faster. Now, Apptivo has introduced summary boxes in the Invoices app where you can create the summary box view. You can get the count, sum, and average of your invoices based on the criteria that you have set. For instance, you can get the sum of your invoices, the count of invoices, sales rep, etc. These boxes will give the summary of your invoices in the Views. Read more
The Master layout is common for all Apptivo apps, which helps to customize your Overview page’s layout. Through Ref App and Ref App Field attribute, you can populate data from another app. Apptivo has now included the feature Type "Reference" for the dropdown and Multi-select Reference App Field attributes. Selecting the type “Reference’ will provide the ability to configure the values of Reference app attributes as per your preferences. By Enabling the Auto-update toggle, the value will automatically be overridden with the updated value. Read more
Know moreIn the latest upgrade of our All-in-One iOS application, we have supported the Summary Boxes feature in the Cases app. This feature available in the Web version has been a great asset to the View Builder where you can effortlessly keep track of the sum, count, or average of values in a particular attribute depending on your business purpose. Following this update, the Summary Boxes configured for different views in the Web version will be displayed in your iOS application for quick accessibility and hassle-free operations. Read More.
In addition to the Cases app, the Summary Boxes feature is also supported in the Opportunities app of Apptivo’s iOS platform. By leveraging the Summary Boxes, you can get a clear sequence of the data with a summary of information as visual boxes. As per your business purpose, you can obtain the summary of the count, sum, or average of values. Also, you can add a maximum of 6 summary boxes and customize them whenever you need depending on your requirement. Read More.
Know moreThe Contracts app of Apptivo enables you to manage all your contacts according to your business purpose. Furthermore, you can send your contracts for review and make changes as per the requests provided. In this update, we have introduced Embedded Templates in the Contracts app. With this feature, you can easily embed your contracts while emailing the contract to the customer. You can customize this feature from the Email Templates section on the Settings page of the Contracts app. Read More.
The Properties app of Apptivo allows you to store the information regarding your properties and helps you to keep track of them. This feature assists Real Estate businesses. Before this update, the Properties app has the feature called “Bulk Actions", where you can export and delete the information of properties at the same time depending on their business needs. In this update, Apptivo has added the Update feature in the Bulk Actions, which enables you to bulk update the value in a field at a time in multiple records. Read More.
Know moreThe Work Orders app of Apptivo enables businesses to deliver timely services to their customers without any trouble. Owing to the development in technology, we at Apptivo have taken measures to provide optimized solutions that enhance the efficiency of the employees. With this upgrade, you can now add more than one assignee while creating or updating your work orders in the Work Orders app. Furthermore, you can also assign the work orders to both employees and teams. Read More.
Know moreApptivo's duplication rules allow users to exclude duplicate entries and retrieve the necessary data within the system. We added this duplicate rule to the Contacts, Customers, Leads, Cases, and Opportunities apps in previous updates. We've now extended the duplicating process to the iOS platform's Cases Extended, Suppliers, and Custom-created apps. Furthermore, depending on the recommended configuration, we have improved the duplication rule to validate across different apps. While creating or updating a record, users can specify the duplication rule to Prevent Duplication automatically or Warn & Flag Duplication for review. The data will be evaluated against the other selected applications, and duplicate records will be excluded with the application information on the individual tab. Read more.
Recently, we have enhanced support to assign the individual work orders to the multiple assignees for our web applications. In addition to that, now we have extended this feature to support to Work orders application for our iOS platform. You can enable the Multiple Assignee on the settings and assign the single work orders to multiple employees as per your preferences from Apptivo’s web application. This helps your business to assign the individual work orders to the multiple assignees and help them to finish the service effectively on time. After enabling the multiple assignees, you can simply add the multiple assignees by clicking on the Add button on the Assignee To field while creating the work orders from your iOS application without any trouble. Read more.
In addition to the multiple assignees, we have extended the customization for the Dispatch Calendar view fields in Apptivo Work Orders to customize the fields to be viewed on the Dispatch calendar view on our iOS application. With that, you can customize the fields of the work orders on the calendar view based on your business preferences. This can be customized on the Views settings of the work orders under the Dispatch calendar view from Apptivo’s web version. The updated fields will be viewed on the Work Orders calendar view from your iOS application. It allows you to add a maximum of 4 fields on the Calendar view as per your business needs. Read more.
Know moreRecently, Apptivo has been upgrading our Custom application with Apptivo's exceptional features. Reports assist you in analyzing data and presenting it in a comprehensible manner. In this update, we have implemented the standard General reports for the Custom apps. Reports from the Custom app help you to generate customized reports as per your requirement and get them exported to the Excel file. It enables you to build the default report depending on the specific actions of the Custom application data. After creating the custom application, you can generate general reports. Read more.
Apptivo's focus is always on the usability of our application by our customers. Furthermore, we have improved the Tasks app's Ref app feature to allow you to attach a contact's phone number when composing an email in the Tasks app. To explain further, if you want to send follow-up emails for tasks along with the contact’s phone number, you can customize the Ref App fields with the “associate with” type and associate the contacts phone number and have it populated while sending a new email. This aids in the creation of a customised flow as well as the automation of follow-up emails to make the customers' work easier. Read more.
Know moreApptivo introduced the “Allow Multiple Territories” toggle for the Opportunities, Contacts, & Leads app in the Web and Android version recently. In addition to that, we have now extended this feature to the iOS application to associate multiple territories in an individual record of opportunities, leads, and contacts. Now, the customer can add multiple territories in individual records while creating a new record from their iOS application. For instance, let’s consider the Contacts app: Enable the “Allow multiple territories” toggle in the settings of Apptivo’s web application, then create a contact from your iOS device, you can view the territories field changed as the add icon to associate multiple territories based on your preferences. So that, you can add multiple territories for your individual contact while creating from your iOS device. Likewise, you can add multiple territories with the leads, and opportunities also. Read more.
Know moreRecently, Apptivo introduced the “Allow Multiple Territories” toggle for the Opportunities, Contacts, & Leads app in the Web version. With this update, we have now extended this feature to the Android application to associate multiple territories in an individual record of opportunities, leads, and contacts. Now, the customer can add multiple territories in individual records while creating a new record from their Android application. The “Allow Multiple Territories” toggle needs to be enabled from your Apptivo Web application. If you want to associate the multiple territories for a lead, you can simply enable the “Allow multiple territories” toggle in the settings of Apptivo’s web application and associate multiple territories while creating or updating the leads from your smart Android device. Similarly, you can associate multiple territories with the leads and contacts as well. Read more.
Know moreApptivo always gives priority to the customer's needs and queries and works hard to solve them in priority. On that note, we have introduced the “Allow Multiple Territories” toggle for the Opportunities, Contacts, & Leads app. With this update, the customer can add multiple territories in individual records. For example, if you want to associate the multiple territories for an opportunity, you can simply enable the “Allow multiple territories” toggle in the settings and associate multiple territories while creating or updating the opportunity. Similarly, you can associate multiple territories with the Leads and Contacts as well. Read more.
Know moreApptivo primarily focuses on user reliability to reduce customers' efforts when utilizing our mobile apps. Now, we have upgraded our application to use the URL from the Web version to immediately link to Apptivo’s iOS app. Consider the following scenario: someone shared the URL to the customer overview page from the Apptivo web application through email or message. When you try to open the link on your iOS mobile, you can access the record details from Apptivo’s iOS application. In specific, you will be redirected to the concerned record information page on the iOS platform. Read more.
Recently, Apptivo introduced a Payment Schedule option in the Invoices app. With this update, we have extended this support to our iOS application. Now, you can schedule the customer Invoice payments in installments as per your business preferences. With that, the invoice payments can be scheduled while creating the invoices from your iOS application. If your customer wants to pay the invoice in two or three installments, that can be scheduled with the due dates and the payment terms based on your preferable installments. The customer can make payment through the Make Payment action on the mail which will be sent once the payment schedule is initiated, and they can choose the payments as per the scheduled installments depending on the due dates. Read more.
Know moreDispatch Calendar in Apptivo Work Orders helps to view the dispatch work orders in the calendar view. Now, we have further enhanced the dispatch calendar view customization to configure the fields of the work orders to be viewed on the dispatch calendar view. This can be customized on the Views settings of the work orders under the Dispatch calendar view. It allows you to add a maximum of 4 fields on the Calendar view as per your business needs. Read more.
In addition to the Dispatch Calendar view customization, we have introduced the multiple assignee option for the Work Orders. Now, you can enable the Multiple Assignee on the settings and assign the single work orders to multiple employees as per your preferences. This helps your business to handle the individual work orders by multiple employees and can finish the service effectively on time. After enabling the multiple assignees, you can simply add the multiple assignees by clicking on the Add button on the Assignee To field while creating the work orders without any hassle. Read more.
Emails in Apptivo allows you to send, receive and also handle all the emails of various application in a single application. In this update, we have introduced the Associate Employee Email toggle to restrict the association of employee emails with the other CRM applications. With that, the employee email is used in other CRM applications to create a record, then the emails received for the particular email ID can be accessed from the employee emails tab and on the specific application’s email tab as well. For example, a contact is created with the same email ID of the employee and the email received for the specific email ID can be accessed from the particular employee emails tab as well as from the contacts emails tab. This action can be restricted by disabling the Associate Employee Email toggle to receive the emails only on the Employee’s apps emails. Read more.
Know moreApptivo has been updating its Custom applications widely with new features in recent times. In addition to that, we have now introduced the Notes & Documents Notifications in the Custom application. With that, you can configure the news feed and email notifications when the documents & notes are added, modified, and deleted in the Custom application. You can also configure to receive email and news feed notifications when the documents are added, deleted, and downloaded. Similarly, you can configure the email and news feed notifications when the notes are added and modified. Read more.
News Feed in Apptivo helps you to get instant notifications for the actions performed on any records of the application. You can get the News feed updates for all the applications on the Apptivo. In this update, we have enhanced the news feed on the Purchase Orders app to get detailed information on the updates. For example, if any of the records on the purchase orders application is updated by your employee, you can get detailed information related to the updates from the News feed itself. Read more.
Highlights in Apptivo allow you to create highlights for the records based on the color codes in the background and fonts. Now, we have implemented the highlighting for the completed follow-up records. With that, you can configure the color code for the follows ups that are in completed status. We have also introduced the Status field on the Follow-Up actions. So that, you can easily mark the status of the follow-ups based on your preferences. In addition, you can provide different colors for the follow-ups on the Calendar view based on the follow-up’s status. Read more.
The Invoices app in Apptivo helps you to create and manage your customer’s invoices effectively. It allows integrating Apptivo with your QuickBooks Online account. Recently, we have implemented the two sync from Apptivo to QuickBooks Online account. In addition to that, we have enhanced the Exports(IIF) option on the Invoices app to capture all the fields on the Apptivo. Now, you can export the IFF file of the invoices will all the fields on the Apptivo. Through this, you can easily import the downloaded IIF file to your QuickBooks Online account with all the fields of Apptivo without any hassle. Read more.
Know moreApptivo apps allows you to customize the home page view of your particular application for the easy navigation. In this update, we have extended the views' customization to support the iPhone application as same as the iPad. With that, you can set the default view for any application on your iPhone based on your preferences. Now, you can simply set the default view from your web version of any application and make that view as the default view for your iPhone applications. You can also set any custom views available on the web version as the default view for your iPhone. Read more.
Apptivo allows you to add or remove any attributes of your application with the help of the Master Layout. In this update, we have enhanced the link attributes’ default value feature to support the iOS application. Now, you can customize the link attributes with the default value from the Master Layout on the web version of Apptivo. You can view that added link attribute along with the default value from the iOS application immediately. You can customize this option globally over the application's link attributes. Read more.
Security actions in Apptivo helps users to manage the other actions performed by the users or employees on applications. Recently, we have introduced the Mark as Responded & Mark as Unresponded Actions under the Estimates app of Apptivo. Now, we have extended this feature to the iOS application. You can simply enable or disable the action's toggle from the web version of Apptivo and make that action available on the iOS platform as well. Once the estimates are created and sent to the customer, you can view the Mark as Responded or Unresponded toggle under the hamburger menu from your iOS application based on the estimates' status. You can also set the privileges for these actions to be visible based on your business preferences. Read more.
Know moreIn addition to one way sync in QuickBooks Online Integration, Apptivo introduced the 2-way sync in this update. Now, you can sync your Apptivo’s Customers, Invoices, Suppliers, Supplier Invoices, and Items app records with your QuickBooks Online accounts and vice versa. You can sync your Apptivo tax codes with QuickBooks online account and map the fields from Apptivo Invoices app to QuickBooks account effortlessly. Once configured, the Invoices app will be automatically synced with your QuickBooks accounts. This enables you to manage your Apptivo invoices directly from your QuickBooks online accounts without any hassle. Read more.
Generally, reports help to present data in an organized format with a purpose based on a specific audience. Apptivo has several customizable reports which helps in generating the reports based on your business requirements. In this update, we have enhanced the Contacts app’s general reports with the Filters and Advanced filters. Now, you can simply select the attributes from the filter drop down and enabled the advanced filters on the reports settings page of the Contacts app. With that, you can customize the general reports with the filter attributes along with the advanced filters to generate the reports effectively. Read more.
Apptivo introduced the Group Listing Reports in the Opportunities app to create associated group reports based on the other applications of Apptivo. This helps to analysis the reports with the association of the records on the other applications of Apptivo. You can customize the group list reports on the settings page of the Opportunities app, and generate reports on the reports sections of the associated applications as well. In addition, we have added the customization with the group listing tables and summary box views to get the accurate reports along with the summary without any hassle. Read more.
Access level in Apptivo is used to provide the view and edit access to all or employees based on your business preferences. From this update, we have introduced this feature for the custom-created apps of Apptivo. With this, you can now customize the view and edit access of your custom created apps easily. Based on the configuration, the employees can have the edit and view access of the records on the custom applications. Additionally, you can create an exception list to provide the privileged access of the records as per your requirement. Read more.
Duplication Rules in Apptivo allow users to eliminate duplicating records and help to get only valid information inside the system. Most of the applications of Apptivo has this feature to get the valid records in the system under certain criteria. Now, we have introduced this duplication rule in the Suppliers app. You can set the rule either to Prevent Duplication automatically or Warn and Flag Duplication for review when creating or uploading a supplier. Additionally, enable the “Validate Across Apps” toggle to validate the data across the other chosen applications and opt out the duplicate records with the application details in individual tabs. Read more.
Know moreBulk Update in Apptivo allows you to update the records in bulk without any hassle. In this update, we have introduced the Customer data update in the Bulk Update actions for our Contacts app. It helps in updating the customer details for multiple records simply by using the bulk update under the bulk actions. With that, you can easily search and select the customer name while updating the data using the bulk Actions from the home page of the Contacts app. Read more.
Dispatch Calendar in Apptivo’s Work Orders app helps to view the employee's dispatch report in the calendar view with the date and time. Now, we have optimized the employee filter on the dispatch calendar to view the hierarchical view of the employee based on their reporting employees. If more than 3 or 4 hierarchical view of the employee is available, the data will be automatically overlapped to view the further set of the employee in the view. This helps in easy navigation of the employee. By selecting the individual employee, you can view the dispatch report of the selected employee based on your preferences. Read more.
We have introduced the Bulk Print Layout in the Cases app of Apptivo to set the layout for the bulk Print PDF feature. Print PDF in Bulk Actions helps in printing the selected cases records in a single PDF file based on the cases templates. With this update, you can customize the Bulk Print Layout as Portrait, Landscape or Corresponding Layout. By selecting the Portrait, all the cases records will be printed on the portrait mode, even if the landscape template is selected in any of the records. Similarly, it will work in the Landscape mode. With the Corresponding Layout, the cases will be printed based on the individual templates of the cases. For example, the selected cases have both portrait and landscape layout templates, the downloaded printed file has both the layouts based on their own templates' mode. Read more.
Recently, we have been renewing our Custom applications with most of the features of default apps of Apptivo. On that note, we have introduced the Update Notification in our Custom apps. Now, you can create an update notification for your Custom application and get notified for the changes updated on that. You can customize the notification based on your business preferences. Along with your own customize application, you can further customize update notifications for any update on the records. This helps to get the timely email notification based on the specific criteria, customized messages, and with the recipients. Read more.
Know moreThe Triggers feature of Apptivo has been a great tool to automate workflows and manage the operations like never before. With triggers, you can generate the intended action automatically based on the configured condition. This Triggers feature is now supported in the Employees App of Apptivo. We have two types of triggers - Event Based and Time Based. Event Based triggers work based on the event taken place. Time Based triggers can be configured to be one time or recurring. In both types, an action occurs only when the employee record meets the criteria configured in the triggers. As an action, you can send an email, update an attribute, call a Webhook URL, update associated reference app attribute, or create activities. Read more.
Apptivo is a cloud suite of 60+ applications and the transfer of records among applications has become simplified and organized with the Conversion feature. The Conversion feature is now supported in the Custom apps of Apptivo. The users would be able to build custom apps using the App Builder. The Custom Conversion enables users to map a particular field from the source app to the destination app. Hence, while converting a record from the source app, the data mapping becomes seamless between the Custom app and the destination app. You can also configure to convert a single record multiple times using the Allow Conversion Multiple Times toggle. Read more.
The App Builder of Apptivo helps to build new applications within Apptivo. You can build a new app from scratch or create an extension of a current application. The Import feature of Apptivo is now available in the Custom apps. You can import the data in CSV format. Also, you can choose to create new records or update the existing records. The Grouping Attribute enables you to group the line-level attributes. Import is a simple four-step process where more significance is given to data validation. You can map the values present in your CSV file with the fields listed in the Custom app. Read more.
The Custom Conversion of Apptivo enables converting records from one app to another with the desired values. The Mapping option ensures instant linking of fields in the source app with the destination app. This update has further enhanced Custom Conversion by introducing the Sequential Order option. With this, you can easily convert records to multiple apps from the overview page itself. You can also determine the order in which the records are converted. Without switching between multiple applications, you can perform the complete conversion flow just from the overview page of a record. Read more.
The Contact Center App of Apptivo is a great asset for efficient customer relationship management. While this app offers both calling and messaging facilities, you can also perform other actions like Call Transfer, Call Recording, and Call Conferencing. This update allows you to customize the message conveyed to the callers before starting the call recording. You can easily inform your callers that the call is being recorded during incoming and outgoing calls. This applies only when the Default Call Recording option is enabled in your account. Read more.
Know moreThe Call Transfer feature of the Contact Center App is now extended to the outgoing calls. You can now transfer the calls to teams, agents, or a phone number. While transferring calls, you can also configure whether to merge the call or leave after connecting it with another agent. Furthermore, you can also view the agents in the call from the Conversation tab while transferring calls to agents through warm-transfer. Along with the Call Transfer feature, the Add Guest feature is also supported for outgoing calls. You can add a phone number or an agent while on a call with a client. This is basically like Call Conferencing. Read more.
Configure Price Quota (CPQ) feature is a streamlined tool to customize the pricing information with dynamic billing for materials. With this, you can offer the right price for the right product. It becomes completely hassle-free for your team as the pricing data of different products will be automated and readily available. This easy-to-use feature is now extended to the Kit Orders and Purchase Orders App of Apptivo. Moving forward, you can easily pull out the different classes and choices configured for an item to your Kit Orders and Purchase Orders. The selected classes and their choices will be listed automatically in the Bill of Materials table. Read more.
The Ledger App of Apptivo allows you to create new legal entities within your Apptivo account. By this, you can effortlessly manage multiple businesses with a single account. In this update, we have handled the employee management option. Apptivo enables you to customize how the existing employee profiles are available in the new entities. You can have the employee information copied from any entity or only from the parent entity on a single click. You can simply configure to reflect the employees from the existing entity to the child entity. We have also provided toggles to reflect the details in the newly created entity when an employee is terminated and when their roles are updated depending on your personalization. Read more.
In the previous update of Apptivo, we had enhanced the Reports section of the Service Level Agreement in the Cases App to display the cases based on the events configured. In this update, we have further enhanced the Reports section to generate reports based on the Sender Metrics. You can now generate the SLA report with information on whether the cases are closed automatically or not. Additionally, you can generate a report based on sender or receiver emails with the auto-closure count. With this, you can effortlessly improve the customer service offered to your customer and monitor the performance of your employees. Read more.
Know moreWhile managing a call center, there are various instances where we receive unwanted calls or text messages. The Contact Center App of Apptivo now allows you to block the phone numbers that are robocalls, suspicious, or other anonymous calls and text messages. This blacklisting feature enables you to either block a particular phone number or a complete contact. We have also provided an option to allow you to choose your blacklisting preference. You can halt your entire communication with a particular phone number or enable them to send voicemails. However, this applies only to incoming calls or text messages. When placing outbound calls and text messages, you will be notified if a particular phone number is blocked. Read more.
After the introduction of Google Maps integration in the last update, our team of engineers have worked to further enhance this feature to increase the user experience. In this update, the auto-suggestion option is added to the address fields of the applications that have enabled the integration with Google Maps. Just like your Google Maps app, these Apptivo applications will also suggest the addresses of your leads, customers, contacts, work orders, or properties as you type them with no time delay. Once an address is selected, the address will be automatically filled in the address fields. Read more.
The Estimates App of Apptivo enables you to convert your estimates to contracts, invoices, or work orders depending on your business purpose. This conversion feature of Apptivo allows businesses to easily transfer the records from one application to another. However, your business might have certain prerequisites to convert an estimate and it is challenging to execute it with zero errors manually. With the set criteria option, you can now configure the condition upon which the convert button must come into view in an estimate. In other cases, the convert button will not appear. Read more.
The Call Recording feature of the Contact Center app has been further developed to let the agents decide whether to record a call or not. The default call recording option, when enabled, ensures that all the calls are recorded once connected. When this option is disabled, all the calls will not be recorded. Instead, the agent can initiate the call recording when required from the call window once the call is connected. This applies to both inbound and outbound calls. Additionally, the agents can stop the call recording at any time while on the call and perform this call recording action multiple times for a single call. Read more.
The Summary Boxes feature is now extended to the Orders App and Purchase Orders App. This is a significant upgrade carried out in the Supply Chain category of the Apptivo suite of applications. Moving forward, you can easily get the count, sum, or average of the filtered records based on specific criteria. This is configured on the Views page of the corresponding applications. Here, you can select the view for which the summary box is to be configured and set up the criteria. In addition, you can also choose the color for your summary boxes. You can add up to six summary boxes at a time. Read more.
Prior to this update, the Invoicing Workbench feature of the Invoice App allows users to create a workbench for the work orders that are approved using the Invoicing Workbench Request. With this update, users can now create invoicing workbench for the Cases similar to the Work Orders Workbench. With the addition of Advanced Filters, users can now filter cases and work orders to remove redundancy. From the filtered records, users can set criteria for the records to be included in a workbench for the selected app. Read more.
The Customer portal of Apptivo enables businesses to strengthen their interaction with the customers. By providing the App Access Privileges, the customers can easily access their records from the external portal securely. Moving forward, the customers can also access the documents shared with them from the portal. This is made possible by enabling the newly introduced Shared With Customer User Portal toggle present in the Documents tab of a record. This toggle is provided for each document separately and this applies across Cases App, Projects App, Invoice App, and Answers App. Whenever a customer is associated with a record and document access is provided, then they can access the document. Read more.
The Service Level Agreement of Apptivo is a great tool to keep your internal team and customers updated on the response time for the cases. The Cases App of Apptivo enables businesses to automate their actions with the help of the Events option present in SLA. Here, you can define your workflow when the case is not closed or when the assignee has not responded to the email. Businesses can also generate a report on the SLAs. This report section has been further updated to filter the cases based on the events configured. Depending on the events selected in the Reports section, you can view a comprehensive report. Read more.
Know moreThe SMS feature of the Contact Center App is now extended to the Triggers in most of the applications of Apptivo like Customers, Contacts, and Opportunities. With this support, you can easily send an SMS automatically to your customers, contacts, or employees from records depending on the criteria configured in the Triggers. It is also available in both Event Based and Time Based triggers. When you have enabled the SMS service in the Contact Center App, you can send automatic text messages based on your business purpose. Read more.
After introducing the SMS feature in the Contact Center app, our team of engineers has also introduced an SMS dashboard. We have offered a dedicated SMS dashboard to track the total SMS count of your employees, teams, and yourself. From this dashboard, you can extract reports on the total count of incoming, outgoing, and failed text messages. Besides, the filters added to the dashboard allows you to filter the data based on the month, quarter, or year. Learn more.
Emails are reliable tools for communication, and Apptivo’s Email Sequence feature organizes and sends emails in sequence to your customers, contacts, or leads as per the configuration. In addition, this also allows you to determine the frequency between each follow-up email. To make the work more productive, Apptivo enables users to set up the course of action once the recipient responds. This interesting feature of Apptivo’s CRM software is now extended to the Opportunities App. Similar to the existing applications, you can ensure nurtured communication with your opportunities to improve your sales productivity. Read more.
The Conversion functionality of Apptivo allows businesses to implement their workflow that seamlessly interacts between Apptivo applications. Before this update, users can convert a record from any apps like Estimates, Timesheets, or Projects to just an Invoice, but with this update, the users can effortlessly convert these records to Recurring Invoices using the Custom Conversion option. The advantage of this update is, the users can easily create a Recurring Invoice directly from other applications. Besides, the user gets to map the required fields from the trigger app to the Recurring Invoice. Read more.
With this newest update of Apptivo, we have introduced the Triggers feature in Notes. Triggers are innovative tools that allow you to automate your business operations. You can create and customize the type of action that has to be carried out automatically by Apptivo. The support is extended for both Event Based and Time Based triggers in Notes. There might be some notes for which you may have to update a field or call a Webhook URL. Triggers save your time and work by getting this action done naturally based on your customization in the Settings page. If a note meets the condition configured, then the corresponding action will take place with minimum human effort. Read more.
Tasks and Calendar application of Apptivo allows you to create and assign the tasks or events to your employees. By default, you can assign tasks or events to your employees without any restrictions. But, what happens when the selected employee already has an appointment at that time? The latest product update empowers you to decide whether multiple tasks or events can be assigned to an employee at the same date and time. This setup is controlled from the Settings page of the corresponding Tasks and Calendar application. Based on your priorities, you can either assign multiple activities at a time or limit to only one activity. Learn more.
The dashboards of Apptivo helps businesses to generate reports in the form of graphs and charts that go along with their business requirement. This dashboard has been further upgraded to make room for pie charts. Pie charts are useful when you want to generate the stats in percentage or proportions. With a pie chart, you can summarize your entire business in a visual format. They are simple, widely used, and understandable. Apptivo’s pie charts allow you to generate filtered reports using advanced filters. You can smoothly analyze the performance by selecting the fields of your choice. Learn more.
Apptivo has manifold applications that cater to the necessities of different departments in the business. While these applications let you pay individual attention to each department, the Ref App Field of Apptivo makes your navigation across these applications effortless. This field is now supported in the Tasks activity. Moving forward, you can easily associate records from the apps added in the ‘Associated With’ field of the Ref App attribute. From the Master Layout of the Tasks application, you can quickly set up the Ref App field for any other application in Apptivo and have the record associated while creating or updating a task. Read more.
Know moreCases App of Apptivo allows users to authorize their customers to create and manage support tickets through an external portal. This ensures direct communication between the users and the customers. However, it is vital to set role-based permissions to ensure data privacy in the customer portal. The Portal Access Level introduced in the Cases App to control how the clients can view and manage their cases in the portal. Additionally, with the Parent Customer’s Visibility toggle, you can determine whether a parent customer can manage the cases of a child customer.
Associated Object Reports empower users to gather data from two subsequent apps without any hassle. Users don’t have to create separate reports in each App and combine the data manually. Instead, you can quickly and neatly configure the Associated Object Reports with the data you need from the desired applications. The newest update of Apptivo permits users to multi-select the values of attributes while generating a report. For example, you can get a report on two different statuses in a single report in the Contacts App.
Advanced Search feature of Apptivo is an engaging function designed to narrow down your search. With the Advanced Search feature, you can easily group the records based on a single or multiple attributes as your search criteria. The latest update permits you to search the records according to a particular range in the Number, Date, and Currency fields. For example, when you want to locate a record whose customer ID falls within a number range, you can use this feature to find the record.
Notes is a widely used function to update the changes related to the records. This Notes activity by default is shown in a ListView, with the latest update, you can view the Notes activity in a Table View. Table View helps when the notes have to be viewed with user-specific information. Also, you can perform Bulk Actions in the table view. Single action on multiple records can be carried out effortlessly.
The Counter attribute is one of the most-asked functionalities by many businesses. This feature is now extended to the Projects App and Estimates App of Apptivo. Projects App is an efficacious tool to manage all the projects of the business. You can make use of its distinct features to add milestones, generate Gantt Charts, and perform quick actions. Estimates App, on the other hand, lets you handle your estimates brilliantly. With the introduction of Counter Attribute, you can now auto-generate numbers for different business purposes. You can also customize the Counter attribute from its Inspector tab in the Master Layout.
This feature allows you to round off your values to the nearest tens, hundreds, or thousands. In certain instances, businesses prefer rounding off the amount to the nearest value. This can be carried out easily from Apptivo. This support is extended to Number and Currency attributes. The rounding off feature can be configured from the Inspector Tab of the respective attributes in the Master Layout of any app in Apptivo.
In order to prevent customers from going through tedious steps to report an issue or ask for a service, Apptivo’s Cases App enables your customers to log onto an external portal and create a support ticket. The customer can also track the tickets effectively from his/her login portal. Simultaneously, the users can also work on the tickets from the Apptivo Cases App. This update empowers your team to know if the Case Source is from Portal. So, whenever a new case is created by a customer, it will be marked as Portal by default unless changed manually.
The function attribute in the Master Layout allows you to perform basic and advanced mathematical operations on your records. Users can perform mathematical operations with other fields and any mathematical operators. This function field can be used in the Criteria section of both Event-Based and Time-Based triggers. So, when the function attribute criteria match in the records, a trigger will be generated instantaneously.
Business is a collective representation of various departments. Apptivo has multiple applications to handle different departments of your businesses easily. If needed, you can create your own Custom App or duplicate an existing application as Extended Apps with App Builder. The records created in the newly created Apps can be converted effectively to any other Apps of Apptivo. Using the mapping facility, you can quickly map only the required attributes to any other app. This ensures that the selective values are alone moved by removing any kinds of redundancy.
Know moreSales Receipts are necessary to keep track of the revenue and expenses for any business. Apptivo generates a sales receipt for the plans purchased by its users. Henceforth, you can download a copy of the Sales Receipts within your Apptivo account for offline and taxation purposes.
Automation has brought tremendous changes to the IT world. It enhances humans' ability to look into newer possibilities. Staying in tune with the trend, Apptivo had introduced the Triggers feature across all the applications of Apptivo. While creating any record, you might need to perform specific activities like Tasks, Events, and Notes. It becomes complicated when it includes numerous records. By configuring triggers, you can now quickly have tasks, events, and notes created with minimum human interference.
Campaigns App of Apptivo offers different templates to streamline your Campaigns to the target audience. With the latest update, you can embed videos into the email templates. You can make use of the Video Widget to add the URL of the video to the template. In addition, you can also add different thumbnails for the videos.
The latest update in the Invoices App allows users to add the attributes of the Opportunities App by selecting Update Associated Reference App Attributes to trigger an action. You can set the criteria when the action has to occur in the Opportunities App. With this feature, you can now have the information updated in the Opportunities App whenever an Invoice is paid or partially paid, etc as per the configuration in the triggers.
Contacts App of Apptivo enables the users to manage all the contacts connected to your business. With the Bulk Actions feature available in the Contacts app, you can perform various actions for multiple records at a single time. You can bulk update the attributes in the Contacts and also export them at the same time. With the latest update, you can export more than 50,000 contactrecords at a single click. You will also receive an email notification once the export is complete.
Kanban or a Bird-Eye view is psychologically proven to be a success as it allows the users to have a clear spectrum of the status of their projects. This card view is preferred by businesses to track their projects and stay updated. This enhancement allows the users to configure the Kanban View as a default layout. This layout can now be applied to both the Standard and Custom views of the Projects App.
Organizing information about your customers is a primary need. Businesses involve communication with Contacts, Clients, Leads, and Opportunities belonging to different Industries. When your agents are aware of the business to which the customers are associated, it becomes easy to have a strong foothold. You can now delete the industries that aren’t needed for your business with our latest update. Apptivo lists out all the Industries present. If a specific industry is not needed, you can have it removed.
Categories feature is added to Apptivo with the purpose of having a compact business management. With categories, you can smartly get your records organized and retrieve the information at ease when needed. The latest update allows you to delete the categories created. You can easily delete the categories that are not in use or added by mistake. With this, you can have a well-defined categories list in your Apptivo Apps.
The View Builder feature enables you to view the records based on the filters present in Apptivo. This will assist in having a compact and narrowed view of the records. Along with the standard views provided by Apptivo, you can also create Custom Views. Custom Views can be utilized to create a completely personalized view as per your criteria. Moving forward, you can create custom views in the View Builder of the Suppliers App. You can now view the Suppliers data with the custom created filters.
Contact Center App is a distinct software developed to provide the best customer experience for your customers. Apptivo is well known for its integration facility. If you have the Contact Center App, you can easily place calls from the CRM Apps of Apptivo on a single click. Extending this feature in Contact Center App, you can now retrieve the Property information while making calls from the CRM Apps of Apptivo. You can both create and manage the Properties during calls. This will improve the CSAT rate and Resolution time.
The Finance department of an organization is of utmost importance as it plays a major role in revenue management. The primary applications in the finance category of Apptivo are used to generate Invoices, Estimates, and/or Work Orders and send them as an email to the customers. Now, while sending an email, you can disable the email-embedded templates and instead, you can just attach the Invoice, Estimate, or Work Order as a PDF.
Know moreHave an in-house receptionist to record all the Client queries without any obstacle in the form of Voicemail! Every Client is an important resource. You might lose business if your clients are unable to reach you. It annoys them when they are unable to contact you when needed. The Voice Mail facility of Contact Center App acts as a relief when they are unable to reach you. Additionally, the personalized Voicemail dashboard automatically displays the client information along with the call recording. Simply click on the Call button in the dashboard to follow up with the Client.
Round Robin method is mostly preferred by Call Centers to organize the call flow. The sequential transfer of calls with pre-configured settings is made possible with the Contact Center App of Apptivo. With the latest update, the Round Robin technique is added to the Call Handling Rules. Businesses want to provide the best service to their customers. So, it is a well-known fact that businesses want their best agents to answer the calls. With Round Robin, you can set priority for the agents and have the best service delivered to your customers.
Campaigns become more successful if they are tailor-made. Campaigns are meant for different targets like Customers, Contacts, Leads, and many more. In these cases, it will be more apt if the sender is someone whom the customers are more familiar with. This update of Apptivo allows you to configure the sender’s email address. If the campaign is for a customer, then you can add the sender as the Sales Rep to whom the customer is assigned. Similarly, the concerned Employee’s email address can be added as the sender for different targets.
Cases App of Apptivo is a brilliant resource to keep track of all customer interactions. With the Cases App, you can ensure that the concerns of customers are addressed. However, certain concerns involve multiple processes. To record all the actions taken, you can make use of the Notes Activity. With the latest product update, you can create a report linking the Cases App and Notes activity. You can generate a precise report with the required attributes collectively from both the Apps. The report also has filters added to generate reports with utmost accuracy.
Opportunities App of Apptivo has an Intelligence dashboard that provides real-time information on the performance of your Opportunities. With this dashboard, you can view the narrowed down analysis of the Opportunities. View Builder is used for configuring the dashboard view. With the latest update, you can now view the dashboards based on the filter attributes added in the View Builder for the dashboards. Only those Opportunities that match the filter criteria will be included in the Opportunity Analysis. Additionally, you can also further narrow down your analysis by setting the fiscal year based on which the Opportunities are to be analyzed.
Customizing what you view has become more comfortable with the addition of Summary Boxes in Apptivo. Summary Boxes help you to customize the views with the additional field to get clear views about the data present. You can set the criteria and based on the criteria, your records will be filtered. The Summary box provides a count, sum, or average on the added data. With this, you can prevent additional work and get the data automatically. This summary box is applicable to both standard and custom fields.
Collaboration Activities of Apptivo is a well-resorted feature of different businesses. The smart design with easy navigation has always ensured quick access to information. The Follow Ups activity of Apptivo enables you to create follow-ups for multiple activities associated with different Apps of Apptivo. You can also associate the emails that require follow-ups. While selecting an email that requires follow up, you can easily distinguish between the emails belonging to Inbox and Sent box with the unique icons provided.
Businesses have different fiscal years due to various reasons. It is mostly due to seasonal changes and to reduce the negative impacts of business. Businesses prefer ending their business on a higher note. Hence, they opt for different fiscal years. Creating custom calendars is made possible with the Ledger App of Apptivo. You can now have a detailed view of the Intelligence dashboard of Opportunities App with the help of a fiscal year filter. With this filter, you can generate a report based on a particular year, quarterly, or month customized in the Ledger App.
Having a single configuration across all applications of Apptivo is definitely a game-changer. Call Logs is one of the commonly used Activities of Apptivo allowing you to record data related to all calls. Moreover, the ability to log calls in related records ensures easy tracking. You can now configure the default call type in Call Logs’ Master Layout and have that reflected while logging calls in other Apps of Apptivo. If your business mostly involves handling Incoming calls, you can simply set the call type as Incoming and save time while logging calls.
Leads are converted to Opportunities when there is a scope of becoming a customer. Instead of creating a new opportunity and adding the same lead information as an Opportunity, you can make use of the Conversion feature to get the data added instantly. With the latest update, you can set default values for the Sales Stage and have the same value when converting a Lead into an Opportunity. This ensures that all the Opportunities in the Opportunities App are created with a default Sales Stage. With this, you can stay relaxed as the Opportunities will be created with the Sales Stage decided by you.
Getting to know why an Opportunity was lost is as important as converting an Opportunity into a customer. When an Opportunity is lost, it is important to analyze the reasons behind it. This helps businesses to understand what kind of opportunity is lost and why it is lost. By doing so, you can improve your business in those sectors where attention is required. With the latest update in Opportunities App, a dedicated section is added to record the lost reason. Along with that, you can also feed the competitor information and assign the Additional Details as a mandatory field. When a similar opportunity appears, you would have the solution to win over it.
Businesses tend to use different platforms for different purposes. Hence, it is important to have access to all the data across all platforms. Businesses prefer the Export feature for easy portability of information. Comprehending the benefits of loss reason in an Opportunity, Opportunities App of Apptivo allows you to export the Opportunity information along with the loss reason. You can export multiple Opportunities at a time using Bulk Actions. With this, you can keep track of the Opportunities along with the loss reasons efficiently.
Know moreKeep your records up-to-date across all Apps in Apptivo. Apptivo has a Ref App Field attribute where you can get the information of any attribute from any App and get it added automatically in any other App in Apptivo. Additionally, if you make any changes to the value of the Ref App Field in its Source App, it gets updated in the Ref App field value of the connected App. By making use of this feature, you can save the trouble of updating the data in every associated App.
Interlinking associated records and retrieving the information with minimal clicks is one of the key features of Apptivo. By upgrading to the next level, Apptivo now permits you to see the Parent Customer information from the Child Customer’s profile. With the new Side Panel view, you can simply click on the Parent Customer value to have a view of the complete record from the child Customer’s Overview Page. Hence, you can avoid navigating to multiple pages and get the data effortlessly.
With focus given to Automation, Apptivo has extended counter attribute support for both Standard and Custom tables across all Apps. The Counter attribute is a novel tool used to number your table rows by default. You can customize this counter attribute to have the prefix of your choice and also decide on the starting number. Businesses have different codes and the numbering also differs for a product line. With the assistance of Counter Attribute, data handling becomes clear-cut.
Apptivo has a dedicated Customer Portal where the customers of your Business can track the cases associated with them. Along with this, the customers can also see the News Feed of different actions taken in different cases. To restrict this access, Apptivo has introduced functionality to provide restricted access to News Feed based on Privileges set to the Customers. If required, you can also disable the access completely.
Answers App in Apptivo is a great platform to enrich the interactions with Customers. You can also update the customers on the latest updates and get to answer their queries. However, some of the questions created in the Answers App may not be intended for Customers. It can be for internal use as well. To manage all these functionalities from a single App effectively, Apptivo has introduced Portal Visibility toggle in the Master Layout of the Answers App. By enabling or disabling the toggle, you can have complete control over the visibility.
The table view of Tasks Activity is further personalized to filter out the Tasks constructively. Moving forward, you can now filter the tasks based on to whom the tasks are assigned. The filter icon introduced in the Assigned To column of the table view lets you filter the tasks assigned to a single Employee or multiple Employees at a time. This feature also extends to Teams. This will make your work easier and you can filter out the required tasks without any difficulties.
Items App in Apptivo is an integrated tool designed specially to handle all the items and keep track of the Inventory efficiently. With the latest update, you can bulk export the Items in CSV format. Before this release, Apptivo provided export functionality in XLS format. This feature is now extended to support CSV format. You can export the Items with All Fields in a record or only with the attributes mentioned in the Current View.
Since an Organization involves multiple players, it is mandatory to decide on who gets to access what. Suppliers are an integral part of any business. It is crucial to ensure the security of their data. Apptivo has introduced Access Levels in Suppliers App. With this, you can restrict the data access among your Employees. You can decide who can view and edit the records. In addition to this, Exception toggle is added to include those employees who have access to all records irrespective of the Access Levels assigned.
Projects App in Apptivo allows you to create dependent tasks for any task. You can associate the linked tasks and delink it without any trouble. Moving forward, even if the tasks are associated, you can take any action on individual tasks without causing any change to the associated tasks. You can also make changes to both the tasks at a time. To accustom the business needs of different customers, Apptivo has introduced this dual functionality.
Portability of information is a significant feature of Apptivo especially when it is related to the Finance department. It is important to have easy portability with organized records. Estimates App in Apptivo now permits you to customize the file name for the Estimates printed. You can insert attributes in the file name and the value of the attribute will be pulled automatically. This will appear as the file name.
Invoices App in Apptivo is a brilliant tool used to administer Invoices smoothly. Invoices App in Apptivo enables you to create Invoice for a Timesheet directly using the Create From Timesheet feature. Furthermore, you can print the Invoices created from Timesheets. With the recent update, you can also print the Timesheet table making it easy to record the transactions involved completely.
Know moreYou can now view the Follow-up activities in the table format. By enabling the Table View option, you can view the information regarding the Follow-ups. Table view helps you to perform multiple operations like update, delete, export and mark a follow-up as complete. The table view is enabled by default for follow-up activity in both Business settings and in the Preferences page of the User Menu. The Table view option also helps you to perform Bulk Import.
You can now decide who can access the Associated tables in the CRM apps. You can restrict user access to add or create a record in Associated tables in Apptivo. By doing this, you are enhancing the security level of accessibility. You can enable two types of access levels to the Associated tables. The All option and the Employee only option allows you to decide to whom you actually want to give access to. Besides this, the Exceptions list helps the employee to get access to add or create even when the records are not assigned to them.
With the newly upgraded Search feature, you can now search based on the attributes in the Standard and Custom tables. By enabling the Advanced search option in the search header, you can search for records based on the Table attributes. By doing this, you can get the record of an item that you need.
There might be instances during which you don’t want to send estimates. In these cases, the Set criteria feature helps you to restrict the sending process. The Send feature is enabled in the Estimates app by default. You can decide who can access the send option by setting privileges in the Estimates app. By enabling the Set your own criteria for displaying the send, you can set the criteria for displaying the send button. Also with the Edit criteria option, you can set when and not the send button should appear.
Now you can easily change the name of your Work Orders app according to your needs. By enabling the App naming option, you can change the name of the app depending on its functionality. Also, based on the number of records, the app names will automatically get modified between singular and plural names.
You can now add and delete any number of items in the Items app. In order to avoid confusion and misnumbering, Items app has come up with an option to permanently delete the items that you claim to be unwanted. Once you delete the item from the Overview page, the deleted item will move to the Trash. You can open the Trash and enable the Delete forever option to permanently delete the item. In case, if you change your mind and wish to restore the item, you can enable the Restore button.
You can add information to the records of any apps in Apptivo using the Ref App fields. Just search for the records using the Ref App fields in Advanced search. This is also extended for radio buttons, multi-select, and toggle buttons of the Ref App fields.
Get on-time updates of the changes done to your tasks using the Trigger feature. Get to notify the Employee, Contact, or Team to whom the task is ‘Assigned To’ with the assistance of Trigger. This is done by sending an email as a trigger. This applies to both Event-based and Time-based triggers.
While you send your Estimates for signature, the action can be performed using the E-sign feature. In case, if the sender wants to make changes in the Estimates of the documents while sending it for signature, the customer can very much use the Request change feature to add the desired changes. Both the sender and the receiver can add their comments and reply to the requested change via the document with the help of the Request change feature.
Know moreThe latest update paves the way for sorting in the Employees App. Sorting is a great tool to manage your database. It ensures the proper organization of records and easy retrieval of information. With the introduction of sorting feature in Employees App, you can now sort the records in ascending and descending order. Sort Ranges offers multiple attributes based on which your records can be sorted.
Customers are the greatest resource of any organization. Apptivo’s Customers App is a great CRM tool to manage all information associated with the customers. With the latest update, you can print your records as a PDF. You can configure the settings from the Print/Web Layout section and print the record as a PDF.
Items App in Apptivo assists in maintaining records related to your Items. Inventory management is of utmost significance as it helps to provide instantaneous information to the customers. Adding Back orders for Items will increase the value and demand for an Item. It also ensures your sales don’t drop for an Item. You can now add more than one item as a back order using the Bulk action feature.
Advanced Filters in CRM Apps aids in easy retrieval of information. Organizations find it to be a mandatory requirement to generate reports for research and analysis purposes. Having reports also help to segregate records according to our requirement. Apptivo has introduced advanced filters for reports. You can now filter your data using operators.
With the latest update, you can print the images in Estimates and Invoices App as a PDF. Your estimate and invoice might include items and other necessities that require images for identification. Moving forward, you can have the image associated with an Estimate or an Invoice in the PDF.
Set criteria while mapping tables in the Opportunities App. You might need to convert a table while performing the custom conversion. But, there might be instances where you want the table to map the information only when the criteria match. In those cases, you can use the set criteria feature to achieve it.
Know moreNews Feed activity in Apptivo is a great medium to communicate with the Employees in your Organization. It also keeps a track of the various activities taking place within your Organization by providing up-to-date information. To make your work more streamlined, News Feed activity has introduced the Team tagging feature. Moving forward, you can tag your teams in the News Feed. You need not tag each member of your team individually to the News Feed.
Better analysis and easy retrieval of information can be achieved with Sorting. Sorting lessens your work and makes it more effective. Apptivo has introduced the sorting feature for the email address, phone number and address fields. This feature is now available in a 360-degree view, Show All Page, Global Search, and Advanced Search pages.
Businesses prefer having information at the fingertips. It becomes an added benefit if the information is available in charts. It helps in quick comparison and easy conclusions. As one of the most comprehensive tools to track the performance, the Opportunities App of Apptivo has added View by Week to its Intelligence Dashboard. You can now view the performances on a weekly basis.
The price of a quantity plays a significant role while creating Invoices. If the price has decimals, then it becomes inevitable to set the scale and precision of the Item rate and amount. You can now set a standard value for the scaling level and precision in Apptivo from the Master Layout of the desired Applications.
The latest feature release has launched the feature to map a table in your Opportunities App with the Orders App. You need not enter each data related to your Items manually when converting an Opportunity to Order. Instead, you can use the Custom Conversion feature of the Opportunities App and get the Item information mapped with Orders.
Know moreTemplates are a great solution to save time. If there are a number of Customers for an Employee in a firm and there is a need to create individual Timesheets, having a timesheet template solves the problem. You can pre-define the task name and task hours. Once the template is created, you can create multiple timesheets by choosing Timesheet from Template.
A project has multiple stages that have to be completed to mark the Project as successful. In such cases, you need to log the work hours to have an estimate of the total hours consumed. This is also useful in generating work hours based Invoices.
Creating Timesheet from another Timesheet becomes undemanding with our latest update. You need not go through multiple processes from the start to create a timesheet whose format already exists. You can use create timesheet from another timesheet to make modifications to an already existing template and create a new template.
Personalize your contacts by adding a Profile picture. You can upload the profile image from the iOS Platform. When needed, you can also replace the image. To make the experience more friendly, you can add an image by capturing a picture live and uploading it.
Leads App in the Apptivo allows you to track the progress with respect to a particular record. There are multiple statuses pre-defined for the Leads App. Rather than having each record moved to another status, you can define the entry and exit condition during which a Lead can move to the next status or enter a particular status. We are pleased to inform you can implement this feature from the iOS platform.
Apptivo has upgraded the Calendar activity to layout different kinds of views created by the users. Businesses require to display the details based on their specification. Along with the default views available in Apptivo, you can also create custom views and have custom events added to it.
Know moreTimesheet has always been a great resource when it comes to tracking productivity. It ensures that the man-hours are calculated efficiently. It also helps businesses that require the conversion of man-hours into an invoice. With mobile phones having a huge role in day-to-day life, Apptivo has now extended this feature to the iOS platform.
Invoices and Estimates play a huge role in any business. It is important to manage it systematically to ensure the successful functioning of an organization. Apptivo makes the operation easier through its Approval Flow feature.
Properties App has always been a great asset for Apptivo. It helps to maintain a database where you can easily pull up the information related to the buyer and the seller.
Know moreProjects are one of the fundamental factors of any organization. Projects App of Apptivo provides the essential features required by the organization and its employees to plan and function efficiently. Apptivo has extended its Gantt Chart support to the Windows Platform. You can view the Gantt Chart from the Overview Page. The assistance from Gantt Charts makes the work easier. It provides the tasks associated with the project along with the timeline.
Security Access level feature is now available in Windows All-In-One App for Cases App. Enabling security levels ensures that problems or issues of high confidentiality stay within a particular circle. You can ensure that the case is known only to the assigned person, and there are no malpractices.
Similar to Cases App, you can also ensure security for various Activites using the Security Access Level feature designed for Activities.
Know moreApptivo has a dedicated app to maintain different Properties. Now, you can establish a relationship between the Properties and their corresponding Contacts. There are instances where you would require the Property information of a contact to appear in the Contacts App. The latest update enables you to associate it effortlessly.
A project becomes more functional only when Milestones are added to it. Some businesses collect payments after the completion of each milestone. It becomes a necessity to keep a track of the milestones and their payments. To simplify the process, Projects App has introduced Milestone Report. You can collect the Milestone information using the different filters introduced for this purpose.
Want the changes made to the consolidated targets updated in the Campaigns App? We are pleased to announce the Auto-refresh feature for the Campaigns App. Any changes made to the consolidated targets will be updated automatically when a Campaign is launched. Enabling the Auto-refresh button is sufficient to initiate the process.
Customer Payments App has always been a great asset as it preserves the payment details related to the customers separately. You can associate a particular Invoice in the Invoices App with a customer in the Customer Payments App to ensure quicker transactions and easy retrieval of data. Once the transaction is complete, you can also void the payment. Apptivo has developed a separate section to view the voided records.
Know moreIn this update, we have enhanced the Custom Conversion feature in the apps that is available in the Windows All-in-one App. This update will now give you the ability to map the attributes of the source app with the destination app, based on your business requirements.
Apptivo allows you to convert the data of a particular application to any other application. This makes navigation easier.
Multiple conversion restriction prevents the conversion of a single record into multiple records.
Know moreWe are now available with the Campaigns App that allows you to manage the background images in the Email templates that you wish to send to your customers. This customization can be made to every Section Properties. Browse the background image that you would like to set and update your email templates.
Apptivo Intelligence Dashboards enable you to present your business information, gaining a new perspective, and share it with employees and teams. You can create such dashboards using custom reports and charts. These Intelligent Charts and Dashboards are now available in Work Orders.
Advanced search is the complete search of the entire app database. Here you give more than one criterion for the search to retrieve the records. Advanced search allows you to search using multiple search fields. This has now been enhanced with an option to search the ref app fields as multi-select in any desired app.
Know moreSan Diego, CA (Oct 04, 2019) - Today, Apptivo announced a partnership with API Nation to bring powerful integrations to their clients, continuing Apptivo’s work of delivering software with unparalleled capability and flexibility. This partnership brings API Nation’s experience in closing the “app-gap” and integrating business software, to the Apptivo platform, which will help with addressing the operational challenges that all businesses face as they grow. The new interconnectivity will automate current workflows, giving Apptivo clients an expected boost in productivity of over 25%.
Know moreYou can automatically get the ISD code populated in the phone number field based on the country in the default address type. This can be configured for the standard phone number fields in all CRM apps.
The “Recurring Time” option of the recurring invoice in the Invoices app allows you to generate invoices in a specific time(along with your time zone). Based on the recurring time, a recurring invoice will be generated to the customer every day, week, month or year.
The Export feature in the Apptivo Financials App allows you to export the records and take a backup of all data into a spreadsheet (in CSV and XLS format), in just a few simple steps. The Apptivo Financials apps that allow custom table export are Invoices, Orders, and Estimates.
Gantt Chart dashboard allows you to view the entire project and their milestone and task on a single page. You can now view the Project Gantt charts listed in the dashboard. You can customize the visibility of this dashboard in the Project settings.
When we import the items, you will be allowed to import the item's price and the currency code. Import can be done only when the Allow override toggle is enabled in the master layout of the Items app.
You can disable the Customer Portal Login through the Xinnect App. Disabling the customer portal login can be made just by a push of the “Disable Login” button.
Know moreThe Access level in the Campaigns App works based on the “Assigned To” field. So, while you are setting a security access level, it automatically involves the employees, whose names are populated in the Assigned To field of the Campaigns App.
Making the Assigned to the field as mandatory will work well with the new records that are created. The "Assigned To" fields automatically comes up for the existing records and it cannot be removed. To cope up with the existing records, the Assigned to fields will be auto-fetched. If the Assigned To field in the existing records are empty, then the name of the person who created records are pulled up as "Assigned To” name.
Know moreIn the Leads app, map the items of interest section from leads to Opportunity. The Amount field will pre-populate based on the selected option in Leads Amount settings: “Entered manually” or “Rolled up from Items”.
When the entity type is selected as “Enterprise duplication” then the duplication is checked across all the entity. When the entity type is selected as “Business duplication” then the duplication is checked only in the current entity.
In Leads settings, an email notification will be sent to superuser and the user one who made changes when the information of Lead statuses are updated or the visibility toggle of a Lead status is enabled/disabled.
On clicking the "View Report" button, an alert message will be displayed about the report progress status. You can view the report by clicking the "History" button.
You can use the trigger to update the associated reference app attributes. Based on the trigger and the associated reference app attribute update criteria, the values for the reference app can be updated in all the CRM Apps.
You can now create General reports in Contacts by setting up the criteria. On choosing Business reports, the records will be pulled from the current entity alone. Enterprise Reports pull the records of the current entity and all the sub-ordinate entities.
Data Sets in Apptivo gives you the ability to provide access privilege of object records to a specific group of people. Data Level Access in Invoices restricts access to required individuals so that the invoices assigned to them alone can be accessed and worked upon.
Apptivo News Feed is the constant updating of timeline happenings which is used to display the current activities of your Employees. The newsfeed feature is now available in the Teams app. Both the simple and detailed newsfeed is made available in the Teams app.
Apptivo Estimates and Invoices App allows you to sort specific fields in the database. You can view the records of any fields either in alphabetically ascending or descending order.
You can now create a Work Order from existing Work order with all pre-filled fields. This can be done by selecting “Create Work Order -> From Another Work Order” in Show all page.
Access Level security gives the System Administrator (Super-User) the ability to restrict the access level and set up View/Edit access to his/her employees. Now, this can be configured in the Campaigns App.
If the superuser of the firm or the admin ends the employment of an employee, then the employee account’s session will be timed out. The terminated employee will receive an alert message that the session has been timed out and redirected to the sign-in page.
A custom view is a feature that lets you search & filter the list of calendar appointments. In calendar, this feature acts as a filter so that a user can separate out types of appointments that have been indicated by a custom field.
A noteworthy feature implemented in this release is the 360-degree view Association for all Apps. 360-degree allows you to view the objects in Apptivo, that is associated with the current app you are looking at.
Apptivo presents you with an option to associate the attributes of all the apps in the Apptivo with the Collaboration Activities. This will enhance the experience of using Apptivo and lessen the work of associating the activities individually. Now, you can also associate call logs during conversion.
Know moreWe have enhanced the usage of the Apptivo App in Windows platform by implementing the Orders App. The Orders app speeds up the order processing, boosting customer satisfaction. With the Apptivo Order Management system, you can get to access a feature-rich yet simple application with adaptable and customizable workflow.
An electronic signature or eSignature refers to data that is recorded in electronic form and is used by a signatory to sign. It is intended to provide a secure and accurate identification method for the signatory to provide a seamless transaction. Apptivo is integrated with our partner Sign.co for eSignature. We can get eSign from Customer/Contact based on the estimates and work orders.
The in-person signing feature enables you to sign documents and collect multiple signatures directly from the device in face-to-face situations. Apptivo is now integrated with Sign.co for in-person sign in the Work Orders, Estimates, and Contracts App.
Once an Estimate is created and submitted, it goes through the approval flow. Based on the approval flow and order, the ideas will get approved by the managers accordingly. Here are the steps to define approval flow in Apptivo web.
Know moreYou can create custom views which will be listed in the left panel views of all CRM apps. Customized views are usually created using the attributes(column fields) that are frequently used. You can create a view that comprises the records assigned to you as well as your team.
You can edit and create the statuses of the tasks of Sales Stages in the Opportunities app. This will allow you to automatically change the status of the tasks once a record is created in the Opportunities.
We have enhanced the purpose of the email button in the opportunity’s overview page. You can specify the recipient list of the email while sending out an email to an opportunity.
The exceptions can now be given to the entire team in all the CRM apps. This helps you in managing the access security efficiently.
One of the major releases made is the export option which includes standard and custom table attributes in the records. You are given the choice of exporting the data with the current view, or with all the fields that exclude table and includes the table in the Invoices, Purchase Orders, and Orders App.
You can now fetch the contact information of the customers and the contacts using the ref app field. The phone numbers and email addresses along with other contact information can be fetched in any of the Apptivo apps based on the contact type. Say, for example, you can pull either the business email address or personal email address.
Email Deliverability enables and verifies the ownership of your sending domains. You can now prevent your emails from being landed in the Spam or Junk folders of your customers, due to authorization problems, by adding multiple domains to the list. The same can be authorized with the SPF and DKIM.
Know moreThe Support Plan section can be disabled and enabled as per the requirement of the customer in the Customers app.
One of the remarkable enhancement to the function attributes in the Financial apps. The feature is that the standard behavior of the attribute can be customized if it has to include the visible fields or include all the fields available in the layout.
You can get the system generated information like the “created by” name, “modified by” name, “created on” date, and “modified on” date in the Suppliers app. This is an enhancement added to the Suppliers app.
A custom view is a feature that lets you search & filter the list of Work Orders, and then select the columns you want and save a shortcut as a view. Besides default views in the Work Order app, you can also create your own custom views according to your business requirements.
The in-person signing feature enables you to sign documents and collect signatures directly from the device in face-to-face situations. Apptivo is now integrated with Sign.co for in-person sign in the Work Orders, Estimates, and Contracts App.
If you want to clean up your inbox without deleting your emails, you can archive them. The Archive feature in Apptivo homepage Email helps you to retain the emails without deleting the inside app association. When you Archive an email, the email will be moved to a label called "Archived."
Know moreOne of the major releases made is the export option which includes standard and custom table attributes. You are given the choice of exporting the data with the current view, or with all the fields that exclude table and includes the table in the Contacts App.
You can view the associated data of the standard ref app and custom ref app in a 360-degree tab. Now the 360 Degree Association toggle is supported in Opportunities, Projects, and Invoices App.
The estimates can be converted any number of times using the custom conversion. Allowing custom conversion for multiple times is an important enhancement in the Estimates App.
We have implemented the feature of voiding the invoices in bulk. This saves you time and makes it more productive.
The Row-level Preview option for the line level sections is now implemented in Apptivo. Once the preview option is accessed, you can view and edit the line level attributes in the side panel pop-up.
Creation of line numbers is enabled with the use of the counter attribute in the line level. You can now automatically generate line level numbers in the Purchase Orders and the Orders App.
Generating barcode can be used to scan the generated barcode from the printed Purchase Orders or Orders and it would deliver the purchase order or order number to the device that it is connected to. Generating barcode in one of the most awaited features implemented in Apptivo.
The export option is now added to all the tabs in the Target App. All data in the Targets App can be exported by segregating them.
Any contacts that you save in the Contacts App can be enriched with additional information using this feature. This enables you to enrich the contacts’ details.
You can force the IMAP syncing using this feature when the email sync fails in Apptivo. This is one of the long-awaited features in Apptivo.
We have enhanced the advanced Search option by extending it to search the ref app field data in the date range formats(Date format, Date and Time format).
Know moreYour company’s G Suite administrators can place restrictions on add-on installations or install add-ons for everyone on your domain. If you receive a message preventing installation, please contact your G Suite administrator.
The first time you open the Apptivo Add-on for Gmail, you will need to sign in to your Apptivo account.
Viewing records related to an email is automatic in the Apptivo Add-on. When you open an email, information of records matching your Apptivo records will be displayed. To open a new tab and view the full record in Apptivo, click “View in Apptivo” to open in Web.
The Apptivo Add-on for Gmail will automatically display the contact information of the email you're viewing. When a person doesn't have a matching Apptivo record, you can choose to add them as a Contact, Customer, Lead, Supplier, Case, and Opportunity.
You can Associate Emails from your inbox or sent folder straight to Apptivo with the Add-on for Gmail. There are multiple ways to do this. You do not need to have a G Suite account connected to Apptivo to use the Add-on. It will function with any Gmail account.
Know moreThe minimum number of characters in a password can be set as a parameter for setting a password for an account in an organization. Apptivo has a minimum password length of 8 characters. Whenever you reset your password, the new password should contain a minimum of 8 characters.
The password combination makes the password stronger. The combinations make the password unpredictable. There are a few parameters for settings a password which is mentioned below.
The password policies enclose the action of resetting the password. If you hit the “Reset Password” button, then you cannot repeat the same password that was used prior. A new password is to be created at this instance. This rule goes for five attempts. Any password that was used, can be reused on the sixth attempt. Let’s look into the flow of resetting the password.
Another policy added to the list is the account lock settings. When you are not sure of the password and give an attempt to sign in, but lose it. You can make another four attempts, i.e., a total of five unsuccessful attempts after which your account gets locked for security purposes.
You can keep a track of the attempts made to reset the password. As an email will be triggered to your login email if you click on the “Forgot Password” button.
A few of the best practices and the factors that have to be followed are listed here:
Know moreOpportunities App now allows you to make changes to the existing records while updating the existing records during import. This is one of the long-awaited features which has been implemented with this release.
Apptivo provides “Grouping attribute” option to import the table attribute data which will be reflected in the custom table section of the Contacts, Leads, Customers, Opportunities, Employees, Items and Distributors App. Grouping attribute takes the attribute values and puts them into groups, with each group given a unique name. Now you have the option to import the line level attributes in the respective apps.
An electronic signature or eSignature is recorded in an electronic form which is intended to provide secure and accurate identification of the signatory. Apptivo is now integrated with Sign.co for eSignature in the Work Orders App too.
You can now set the scaling for Discount attributes (both the Percentage and Fixed) in the header and line level attributes of the Invoices, Estimates, Work Orders, Orders, and Purchase Orders App. You can find the following options in the Digits section that allows you to scale the discount field.
One of the noteworthy implementations in this release is the option to track the status of the properties in the Properties App. This option is made available only for the newly created records or the updated records.
A custom view is a feature that lets you search & filter the list of Orders, and then select the columns you want and save a shortcut to view for later. This is one of the most awaited features of this release. This view feature is standard, but the views can filter & display any custom fields that you have configured for your business in the Orders App.
You can now start tagging the employees in the newsfeed even while replying them back in the comment section. This is one of the enhancements made this release. You can respond and tag the same person while replying to the notification.
Know moreWe take the privilege of giving away the most awaited feature which is implemented in this release. You can find the triggers being executed as a result of Bulk action in all CRM Apps.
A trigger is a trading rule that performs actions based on an event. Anything that signals an activity when an event occurs is a trigger event. Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. This feature is available to add the Customized function attributes as well as the Custom Ref App fields while setting up the time-based triggers, which are the long-awaited feature enhanced in this release.
Financial Approval flow is one of the elegant and straightforward features, supporting the business process. This allows complete collaboration and follow-through to make sure your finances are logged correctly and viewed by your manager. Financial Apps will enable you to create as many approvals flow as your need. Financial Approval flow is the remarkable feature implemented in the Invoices and the Estimates App.
The 360-degree view tab in Apptivo allows you to view different objects that are associated with the current item. You can see the related data through the standard ref app in 360 tabs. Now we have provided an option to view the associated data of the Expense reports in 360 tabs of Projects App, which is a long-awaited feature deployed this time.
Another implementation moved live is the Print option in the Shipping App. Shipping App allows you to create custom templates which will be used to generate PDF versions of your shipments. By default, Shipment App has the delivery tracking information and the items that have to be shipped that can be printed in PDF format.
We are aware of the feature of logging cases from emails. You can find the reply and follow up emails collected under the email tab of the parent case instead of creating new cases. Restricting new cases being created from the follow-up emails is the enhanced feature built in this release.
One of the predominant implementation made in the Activities is the Email Templates. The Email/Message Templates are predefined message formats that you can mail to your contacts. You can sketch an email template to make your email look standardized rather than conveying with a plain text. Customization of the Email Templates are available in the activities like Tasks, Events, Call Logs and Follow-Ups.
Know moreSupport Plans gives you the ability to define the limit of the case created by the customer, based on the support plan provided. The featured implementation of this release is the availability of the Support Plan Information as a section. The selected Support Plan Information will be displayed in this section. If a new plan is selected, then the previous plan will be overridden. The plans selected for the customer will be collected in the Association table.
Apptivo presents you with an option to associate the attributes of all the apps in the Apptivo with the Collaboration Activities. Once you decide to Convert the Apps in Apptivo, you can also associate the activities associated with them. This will enhance the experience of using Apptivo and lessen the work of associating the activities individually. You can associate Activities like Tasks, Events, Emails, and now to Notes too.
A noteworthy feature implemented across a list of Apptivo App is the Access Level Edit privilege. Access Level security gives the System Administrator (Super-User) the ability to restrict the access level and set up View/Edit access to his/her employees. Thus, the secondary level users or employees can have limited access, whereas the primary users or employees can have complete access. With this feature, you can allow individual employees/users to access and view your Apps. Editing Access Level can now be configured in Leads, Customers, Opportunities, and Projects Apps.
The Export feature in the Contacts and Opportunities App now allows you to export the contacts and opportunities data. That is you can create a backup of all your data in a spreadsheet (in XLS format and CSV format).
Apptivo Monthly Recurring Revenue(MRR) Reporting Dashboard presents opportunities details that enables you to track the revenue through subscriptions including one-time add-ons and setup fees. MRR is one of the long-awaited features which is now live. The Monthly Recurring Revenue (MRR) Report measures the predictable and recurring revenue a business can expect every month. It will typically include one-time and variable fees for month-to-month transactions.
Importing data from CSV is a brand new feature that is available in the Invoices App. This feature allows you to import mass invoices into the system. You can then edit and manage the Invoices.
Milestone can add significant value to the project. Each milestone has several tasks associated with it. Milestones Status allows you to schedule the project with the appropriate segments, which helps to solve the issues arising in parts. Each milestone is broken into several tasks should also define with a start, and end date or the deadline for completion and this can be assigned to an employee. One of the significant features deployed this time is the implementation of Milestones Status in the Projects App.
There are numerous situations where you might need to keep a customer informed of the status of a specific Projects in your Projects App. Apptivo provides the ability to add third-party customers to particular projects so that they can log in and view the progress of the project's details using their account. You can now create your web portal in the Projects App, and see the portal URL performing the required Actions in the Web Portal section.
A Purchase Order once issued, becomes a contract to deliver the products at the specified price. Once the order is placed, the Item tax is included, and the supplier is obligated to accept the Purchase Order with the tax or reject the entire Purchase Order.
You can now find the Summary section for Change Orders similar to the Summary Section in the Work Orders. The Summary section gives you a clear overview of the Change Order Amount calculation.
Enter the recipient’s email address, and the Contact gets automatically associated with the email. The Email-Contact Association is one of the most productive features implemented in this release. Take a look at the association of the contact when the email id is added.
One of the remarkable features in this release is the attachment option while creating email templates in the Email tab in the activity floating bar.
Know moreXero is a cloud-based accounting software that was developed specifically for small and medium-sized business. You can integrate the Apptivo Invoicing app with Xero. You have first to authenticate the integration and then sync the records to import them into the Apptivo's invoicing software. You can now sync the customers from the Apptivo Account to your Xero Account as contacts.
Projects app allows you to export projects into a spreadsheet. Additionally, you can also export the current fields and even with all attributes. One of the remarkable features of this release is setting privilege for the Export option in the Projects App. You can now set the privilege in the Project app to export the projects accordingly.
Recurring Supplier Invoices are flexible in letting you decide whether Supplier Invoices are emailed out automatically. Send a Supplier Invoices to your customers on a regular interval for the same amount of product/services provided. Enable the Recurring Supplier Invoices to generate a new Recurring Supplier Invoices for the Customer. This is one of the long-awaited features that has gone through in this release.
We have designed a new Payroll Invoices Template for one of our Customers. Invoices App offers a great new tool that allows you to create your custom templates which will be used to generate PDF versions of your invoices. By default, Invoices App has sections for Tasks, Projects, Items, Timesheets, Work Orders Milestone, and delayed invoices. You cannot remove these standard sections from PDF, but these sections will not be displayed in PDF if it does not have data on it.
A paramount feature that has been moved this deployment, is the access to add the same items in the line level in Orders App. It's vital for any Business to provide Items/Products promptly to the Customer based on an order placed by them. Duplicating Items has now become available to achieve this.
Apptivo provides the ability to add third-party customers to their cases, giving them a separate login so they can view the progress of their existing case details from their account and even create their cases using the Apptivo Customer Portal in the Cases App. This feature of Support Plans gives you the ability to define the limit of the case created by the Customer, based on the support plan provided. The first feature that has been enhanced is the automation of the Support Plans to limit the cases created.
Apptivo Intelligence Dashboards allows you to present your business information, attaining a new perspective, and share it with employees and teams. You can create such dashboards using custom reports and charts.
Customizing the master layout to our usability is one of the most significant advantages in Apptivo. The table sections can now be converted to form sections. The modifications can either be made for viewing or editing the objects. The Form Layout feature is available in all Apptivo Apps.
One of the important and useful custom field in the Master Layout is the Function Attribute. Function Attribute allows you to create a custom calculation based on the value of other fields and displays this calculation on the Creation page. This is now supported for the table sections too.
Know moreGoogle Forms is an application available for free with Gmail accounts, as well as being a part of G Suite. It’s a simple tool that allows you to create a form with any questions desired (text fields, dropdowns, etc). This form can either be shared directly with people via email, or you can embed an HTML snippet onto your website and display the form there.
To perform this integration you’ll need a few things:
Before we get started, we need to think about what our form is for. In many scenarios, your website will have a simple contact form, and you just want that form to be submitted directly into your CRM. You might already have an existing form created, in which case you can skip the first section down below.
Know moreThe word workflow can be used a million ways in regards to software, so in the context of this blog we’re looking at workflow as the following:
Our services team focuses on identifying business workflows as proactive or reactive.
The end-user workflow steps should be designed as activity-based or queue-based.
Know moreAn eminent feature in this release is that we have supported “Currency” attribute (Standard and custom - Header Level) in Line level custom currency attribute as well. This feature is implemented globally to support standard currency field in the standard and custom Table sections for your convenience. This feature is supported in all Apps that have a standard Currency attribute. Likewise, Line level attributes are supported in header level.
We have implemented the Intelligence Dashboard in Contracts App to present your business contracts graphically and to share it with employees and teams. Data reports/charts are displayed in the dashboard to give a crisp and simple overview of current business progress using tables and graphs. These dashboards are fully configurable and privilege-based, giving the required information in real-time.
One of the significant enhancements made in this release is the Access level setting in Cases and/or Cases Extended App. Access Level security gives the system administrator (super-user), the ability to restrict the access level and set up View/Edit access to his/her employees. Thus, the secondary level users or employees can have limited access, whereas the primary users or employees can have complete access. This is how Access Level for a Case Extended App appears:
The most awaited feature of this release is Associating the Opportunities to the Target List. You can now easily add the Customers and Contacts associated with the Opportunities to the Target list by either choosing them manually or via Bulk Action. This, in turn, reduces your tedious work of adding these associated Contacts and Customers individually to the Target List.
Advanced search in Leads app is now enhanced for “Assigned To” field. The Advanced Search window holds the details of the Lead. While searching with “Assigned to” field you can either choose an Employee or Team. In Master layout, make sure to enable the Include Employee / Team Toggle in Inspector Tab of “Assigned To” Field. If you select an Employee, the Leads assigned to the Employee as well as his team will be shown in the search results.
A noteworthy feature in this release is the 360-degree view Association from Projects to Invoices and vice-versa. 360-degree allows you to view the objects in Apptivo, that is associated with the current project/invoice you are looking at.
One of the explicit enhancement made this release, is the design update for the Record Payment side panel. Going forward, you can encounter the Record Panel side panel as shown below:
A prominent feature in this release is Statuses Toggle in Work Orders App. We have the option to edit the information in the records of work orders by enabling the status toggle. In Work Orders App, Click on More(...) icon→ Settings→ Work orders → Statuses. Here you could enable/disable the toggle according to your business requirement. If the Toggle is enabled you could edit the records and if the Toggle is disabled the records will be in non-editable form. This feature is implemented to support all the status in the Work orders App.
We have a brand new update on News Feed as side panel view that is supported globally on all apps. Whenever you create or update a record it will get reflected in the News Feed. We have made it easier for you to view each and every individual activity in the Detailed newsfeed.
Know moreA noteworthy feature implemented in this release is the Global Search of the Legal Entity records. You can now search for the records globally where a Super User can directly search and fetch all information from the Parent or the Child Firm.
You can now set Triggers for the Standard “Search and Select” Ref App fields. Triggers were set for the Reference App and the Standard fields of the App so far. Now you can set the triggers to the Standard Search and Select Reference App fields.
One of the most important enhancements made in this release is the import of “Unsubscribe” and “Bounced” fields in the Contacts App. Apptivo CRM allows you to import your Contacts into Contacts App in CSV format. At a time you can import up to 5000 records. This minimizes the manual effort of entering the data one by one. Also, duplicate contacts can be filtered while importing the data.
Adding to the noteworthy implementation list is the creation of Tags by Employees/contacts. The Super User of the firm has access to the creation of the tags while the other users can use the created tags. But, you can also provide the privilege of creating tags by the other users without giving access to the Settings. You can provide the privilege of creating tags in Contacts, Cases, Customers, Leads, and Opportunities Apps.
A Paramount feature that is implemented in this release is the creation of the Legal Entities from the Ledger App. While creating a Legal entity, you can easily Copy the configuration from the other Legal entity / Business. (Note: The copy configuration which is based on the custom references or values will not be copied from other legal entity)
Discount in the Work Orders App enables you to configure the position of discount in the Work Orders. So far, the discount field will be applied to all the items in a Work Order at the Header level. This enhancement will now enable you to capture discounts at the Line level too. To be precise, you can apply different discounts for various items in the Item line level of a Work Order.
Anything that signals an action when an event occurs is a trigger. You can now set Triggers in Activities, which is the long-awaited feature of Apptivo. Apptivo Triggers allows you to perform automated actions like updating an attribute based on a particular criterion. With triggers, you are able to specify precisely how automation will be initiated. This feature is available in the following activities: Tasks, Call Logs, Events, and Follow-Ups.
Know moreYou can now update the Ref App fields using the Bulk Actions feature in all the CRM Apps. This feature is now available in this release. The updated piece of information gets updated in the Parent App too and vice versa. This feature is currently available in the below CRM Apps:Cases, Contacts, Customers, Leads, Opportunities, and Work Orders.
A note-worthy implementation of this release is the auto-update feature for the Ref App fields. Say, for example, if you update the Parent App, you can find the information being updated in the Ref App fields too.
You can find the Advanced Search feature being enhanced with the facility to search with the “Created By” and the “Modified By” fields. This allows you to search based on the Sales Rep. For instance, let us consider the Customers App.
You can find that the top stages from where the Win occurs in the Win Analysis Report are increased to 100 from a default value of 25. You can now, use this enhanced feature to view the stages that bring in the maximum win along with the respective amount earned from them using the Win Analysis Report in the Opportunities App.
The most awaited implementation made this release is the addition of Bulk Actions to the Receiving App. You can now bulk export the receipts to the .csv format and make use of it. This feature will make things handier while using Apptivo.
A noteworthy implementation of this release is the support of the triggers for the line-level attributes in the Orders App. You can create triggers while creating an order or updating an order depending on the line-level attributes, say for example Products/Items.
A Milestone is a testimonial point that marks a major event in a project management system and is used to monitor the Project Management process. Setting up milestones for a project should present a series of events that will incrementally build up to the completion of the approved project. With this release, you can bulk update the Milestones in the Projects App. this being the long-awaited feature will allow any updated being made in bulk to the Milestones created.
Advanced Search in Invoices App allows you to search using the fields available in the Master Layout of the Invoices except for the Services & Items section. You can advance search the Date fields using the functional attributes. This feature is supported in this release to search the invoices with a specific period of time or the exact time depending on the function created.
Work orders App allows you to print your work order information using the "Print PDF" option in the overview page. You can now include the automated Serial Numbering for the work orders that you create both in the Overview page and while printing the work order. This was one of the long-awaited features that are made available now.
Tasks are a specific itemized work or a single initiative which can be associated with any number of objects like case, orders etc. You can now bulk assign the tasks to multiple employees in order to accomplish it in a short span of time. This, in turn, will increase the productivity of the organization.
One important enhancement made this release is the Recently Logged in details from the Switch Business, to keep track of the business you log in. You can learn more about this from our answer post on Switch Business.
The most important feature released this time, is the ability to copy and paste the images or logos while sending an email. You can copy and paste images that in the format JPG, JEPG, PNG, GIF
Know moreAn important enhancement made this release is the addition of the Follow-Up date and description to set both the Event-based and Time-based Triggers. You can now use Follow-up date and Follow-Up Description as a Criteria when you create Triggers in Cases App.
A noteworthy enhancement in this release is the implementation of reports to track the hours spent on the Cases by Customers. In Cases App, you can enable the timer for resolving issues with the cases. A new Report in Cases App, “Cases Hours by Customer”, is available to list the hours logged in Work Logs.
A note-worthy update in this release is the Newsfeed in Projects App. Now get all the updates on your Milestone and Tasks in Projects App directly on your Newsfeed. You can find the tasks and the newsfeed has the Associated With the field that reflects the newsfeed to the associated object too. You can get the newsfeed for the sub-tasks within the parent tasks once created.
Triggers empower you to automate the actions based on criteria, increasing effectiveness and ensure that the business process does not slip through. Estimates App allows you to set the following two types of triggers - Event-Based and Time-Based.
Every one of us had come to a point, where we expect actions to be done a single step. The Suppliers App gives you the privilege to do Bulk Actions instantly within Apptivo. A long-awaited feature is the implementation of the Bulk Actions in the Suppliers App is available now.
The multi-warehouse feature is now available in the Orders App. You can choose the Warehouse at either Header level or different warehouses for each order line. However, we do not have the feature of choosing the same item from multiple warehouses within the same order (Items should be unique at an Order level).
One of the long-awaited features is to Switch the business accounts when logged in has been made available now. You can now use the Switch Business button the switch between the different businesses that you use. If you have access to multiple firms, you can Switch Firms without having to log out and log back in.
ATAG allows you to associate an email with objects such as case, leads, customers, pricing etc. You can now enable the ATAGs while creating the email templates in the Subject field and in the content of the mail that is composed and it will generate an automated ATAG in the "Subject" field and in the “Composed Email”, this represents the association of a particular object.
Two long-awaited features Recurring Events and Recurring Tasks are available with this release. You can now create recurring calendar events on a daily, weekly, monthly or yearly basis and schedule recurring tasks accordingly.
Know moreYou would be aware of the Data Access Sets in Apptivo, which restricts access to required individuals so that the records assigned to them can be accessed and worked on and not the remaining records. Data Sets in Apptivo gives you the ability to provide access level privilege of object records to a specific group of people. In this release, you can find this feature implemented in the Leads App, Pricing App, and the Items App.
In the Contacts App, you can now get the Associated Object Reports which is the brand new implementation of this release. This may include the reports of the Associated Activities too. You can customize the fields of the Customer App by associating them using the “Nested Criteria” feature along with the Activities that should be visible in the Associated Reports.
Once you procure customer requirements, the next step is to create an estimate. You send the estimate to the corresponding customer for his approval. Now you can Approve and Reject the Estimate in the Estimate Overview Page once the email is sent, rather approving or rejecting from the link sent in the email.
You can now edit and update the start date and end date (due date) of the project in the Overview page. To update the project duration, you can also update task duration. This is because the Project's start date and end date is driven by task dependencies. An enhancement in this release is that you can disable the toggle to Set the Start and End date of the Projects from the Settings, you can edit the dates straight from the Project Overview page.
One of the major implementations in this release is that if you change the Property Stage in the Properties App, it will get reflected in the Property Information section in Opportunities App.
A noteworthy enhancement in this release is that you can not only create items individually or you can import the list of items into Items App with a CSV spreadsheet file but also Update an existing item while importing the items in the Items App.
Apptivo Purchase Orders App gives you the ability to perform specified actions to more than one purchase order simultaneously. Using these bulk actions in the list views in the Purchase Orders App, you can make changes to an n-number of purchase orders instantly. From now on, you can export the table section in Purchase Orders.
Documents, along with notes, appear in nearly every application. This is important because it allows yourself, and your employees, to store documents & files in a sharable & organized manner. There are many excellent uses of the documents feature, such as storing sales proposals, project plans, contracts, standard procedural documents, or even project deliverables, such as reports, logos, design mock-ups, you name it!
Know moreA noteworthy implementation in this release is the Summary Boxes in the Cases App. You are aware of Views in Apptivo. These views filter a set of objects or fields with the specific criterion. Be it a Standard View or Custom View, you can add the Summary boxes to the Apps. This feature gives you the sum, count or the average based on the condition that you set. The Summary Boxes are now available in the Cases Apps.
A cool enhancement of this year is the Ref App support in all the CRM Apps while importing the .csv files. Check how to import the files in Apptivo by clicking here.
An additional enhancement to the Cases is to limit the cases assigned to the customer by cases, email or manually assigned cases. This feature of Support Plans gives you the ability to define the limit of case creation by the customer, based on the support plan provided.
Newsfeed Notification is a prominent feature found across all Apptivo CRM Apps. An improved feature for the News Feed is the Detailed News Feed in the Candidates App. In Apptivo CRM, you can also set your notification preferences across the entire app as well as the individual feature by simply enabling or disabling the notifications in the Apps. If the box is checked for the news feed, you have opted to receive notifications for events of that type.
Xero is cloud-based accounting software that can be integrated with Apptivo and the data can be synced. By this integration, you can now create and sync Service level in Invoices in addition to the Items Level.
You can now stop the Scheduled plan when you stop (Void) the Parent Recurring Invoice. The schedule makes invoicing easy by viewing everything you need in one sheet. That is you can send an unlimited number of customized invoices to the customers and track them all. An Invoice Schedule consists of the invoice for months, amounts that are used for the creation of invoices, total months planned and the total amount of the invoices.
One of the specific implementations this release is the availability of the Pick Release button in the Orders App . This will allow you to move the orders for Shipping.
Know moreWe have enhanced the usage of the Apptivo App in Windows platform by implementing the Suppliers App. The Suppliers are individuals, companies, organizations or countries that provide goods and services. You can now manage your Suppliers easily and keep a track of the information of your Suppliers including all the contact information and the list of the products.
Know moreIn addition to the common activities area, Apptivo Mac v1.0 brings four of our CRM applications to your Mac OS:
Know moreReceiving
Items
Invoices
Know moreOpportunities
Invoices
Know moreBeing a best small business phone system, RingCentral helps to create a secured bridge between the user and the customer. You can make and receive the calls over WiFi without any interruption. Even if you are travelling abroad it works without any issues. It has many advanced features like call flip, transfer, park and recording with those options you can increase your communication effectively. You can also prevent the unauthorized users with the secured voice messages. It gives the high quality of communication with the help of the advanced audio technology and it automatically adapts the bandwidth even in low network environment. Also seamlessly integrates with the company’s directory and you can make calls directly from there. So you can connect with your customers anywhere and anytime without any interruption.
This ringcentral crm integration ensures a reliable call service inside your crm. Having setup the integration of ringcentral for mac with Apptivo Mac operating system, making calls to your customers or contacts from the app has been made easier.
Know moreRecently we made a decision to hold off on many planned new features for the Projects App, and instead focus on getting the new V6 technology out as fast as possible. These general V6 features instantly provide a ton of benefits around configurability, mobility, and performance that we’re sure existing users will appreciate. We held off on many great new project-specific features like new scheduling, billing, and reporting enhancements; we’ll cover these below.
Know moreA few months back, we introduced a new “View Builder" tool into the Cases App, and we’ve received very positive feedback. This release we introduced the same feature into our Contacts, Leads, and Opportunities Apps (customers will come next release). This feature is available only to administrators, and appears as part of the existing “Views" settings.
Recently we launched our campaign management with open & click tracking on each email, and now we’re bringing some of that technology into every email in the system. Administrators can now enable email tracking from inside of the Email App settings area, and Apptivo will begin automatically tracking when emails are read by their recipients. This will include sales emails, support ticket conversations, invoices, quotes, or any other email you send from Apptivo.
Expect more general CRM improvements, with a focus on some new features around the calendar & activities. Additionally, you’ll see a couple great new features added to the Campaigns App, and the new Projects V6 & Employees V6 are nearly ready for release. We are opening up the new version of projects to anyone who would like to test it themselves, as we’ll be updating the main product in the coming weeks. If you would like early access, please email us at beta@apptivo.com and we’ll provide instructions.
Know moreFirst, let's talk about calls in general within Apptivo. There are certain apps called "context apps", which will contain phone numbers, emails, addresses, etc. These apps are: leads, contacts, customers, suppliers, distributors. While all apps provide a place to capture phone calls & notes, only these context apps have phone numbers. Specifically for cold calling, you are only dealing with people that you haven't spoken to before, so either the Contacts App or Leads App would be used. The most common scenario is to have a list of leads (which could be imported from a spreadsheet or outside source), then quickly go through the list of leads calling then, and updating each sales lead as you go.
Before we get into the most efficient way to perform calling, let's talk about managers can design a solid process for their team to work within. When approaching your CRM implementation, focus on these 5 areas:
To see the process in detail, check out the video above in this post. This is a specific set of clicks that get you where you need to go the fastest.
And that's it, everything you need to know to go set up a cold calling process in your Apptivo crm system. Let us know what you think in the comments below!
Know moreAmong the various expense management solutions, the Apptivo Expense Reports App is a simple expense management system available on the web, iOS & Android, and G Suite Marketplace. With this employee expense management system, employees can record details of their expenses and submit for manager approval. Includes tons of advanced features to streamline the user’s experience, such as capturing expense receipts from mobile phones, or importing them directly from credit cards or bank accounts.
We recommend that you subscribe to our blog & YouTube channel to stay up to date with new tutorials and information on expense reporting, but here are some links to key information about the expense report software:
If you aren't sure where to start, don't worry. We're running a webinar this week on the entire expense management solution, and we'll show you everything you need to know. Register for the webinar here, or subscribe to our YouTube channel to get updated when a recording is available. Also, we'd love to provide you with a personal demo of the system, contact sales@apptivo.com to request one.
Expense Management Overview Webinar
Every business has unique processes, so these are just a few examples that might provide some ideas on what custom calculations would make sense for your system.
The general settings around field label, visibility, etc all exist for function attributes. It acts like any other text field or dropdown you might add, except that the value is automatically calculated, instead of allowing a user to enter. The two key settings are the formula itself, and the digit output settings which format the result of the formula.
In this example we’ll add a field that calculates what sales commission can be expected for an opportunity. We’ll take a simple approach of calculating 3% of the deal amount.
So that’s one quick example of a function, but there are many other ways to make this feature more powerful. You can start to introduce more advanced options by combining custom fields, and conditional rules. For example you might want to have 1 separate field for “Commission %”, which is calculated based on another formula or some other criteria. Then use this commission % as an input to your main calculation, allowing you to award a different commission amount for different employees or types of deals.
Know moreOnce you create the trigger, you can set up your required triggered activity. Once trigger criteria are set, there are three automatic actions that can be triggered:
Know moreWe have analyzed with some sales managers & watched their minds, which finally made us release this feature. Sales managers would always like to track the sales activities as per their needs but they don’t have time to analyze and don’t know how to track like where we stand in sales & etc. In this stage, we assist them through CRM. If they want to track their sales activities, they need to adopt Apptivo CRM. We can show their sales activities in different views like win analysis, loss analysis, lead analysis, and more. Let’s elaborate on our win and loss analysis features here,
Know moreApptivo V6 is the next evolution of the technology that powers your business apps. You may have previously heard us announce this technology as “V5.1”, but so many great changes have been put into place, it seems appropriate to give it a brand new name.
Know moreYou'll find that the tool will still operate the same, but the entire design has been refreshed to not only look more pleasing, but also offer fewer taps to reach the data you need. The more friendly design makes it easy to use and navigate throughout the app.
We're working hard on more mobile access for Apptivo users. Our iPhone team is also working on some further enhancements to update CRM iphone app, and the next apps in line are Work Orders & Project Management.
Apptivo provides you with the best CRM app for iphone. We'd love to know about your experience. If you have any feedback please let us know at support@apptivo.com, we're all ears!
Know moreThe largest change in this update is one you may not even notice, a switch to Apptivo's new REST API. Although the existing forms will still look and function the same, this has allowed us to integrate many of the great new features listed below.
Go download the plugin today!
Know moreFirst, let's chat about the overall implementation strategies of adopting Apptivo for your company. Although you may only be looking for a single solution right now, it's always a good idea to identify what apps are relevant to your business ahead of time. By setting your sights on the end solution, we can then focus on your immediate needs and select a starting point. Your starting point might be just 1 app, or maybe a small set of apps like CRM & Project Management. Apptivo provides you with the best CRM Solutions for small businesses. Choosing the right CRM for your business will be your first step. Below we'll cover the end solutions for different business types, then we'll discuss how to get started
While Apptivo can be configured in many ways, we have 5 core solutions that most businesses can be classified as:
Now that we've covered our end-to-end solutions, let's chat about how to start. The average business starts off by using about 5 apps in total, so take some time and think about the following: where are the largest problems in your process, what existing software do you already have in place, and do you have experience implementing similar software?
Apptivo provides you with perfect CRM and other best apps for small businesses. While every company is different, each entry point has certain apps which integrate tightly, leading to a natural flow of apps to try out. Find your entry point in the chart below and check out the next solutions that users typically adopt.
We're always excited to learn about new types of businesses that use Apptivo, so let us know if your solution doesn't fit into the above. We'd love to hear from you @ support@apptivo.com!.
Know moreWhy yes... yes we did. For starters, you can be looking at any contact, customer, or lead in the app and find a phone number. Simply click on that, and your phone will dial the number; then when you hang up, Apptivo will pop up with the recorded duration & type so all you have to do is enter a short note and save!
You'll find that the tool still operates the same, but the entire design has been refreshed to not only look more pleasing, but also offer fewer taps to reach the data you need. We've also performed a few other specific updates:
We're working hard on more mobile access for Apptivo users. Currently we're focused on delivering the updated CRM mobile app for iPhone & iPad users. Also, our Android team is working on some further enhancements for the CRM app, and the next apps in line are Work Orders & Project Management.
We'd love to know about your experience. If you have any feedback please let us know at support@apptivo.com, we're all ears!
Know moreIt’s been over 2 years since the first Apptivo/G Suite integration was launched, and since then we’ve been able to work with thousands of businesses. Many customers are just in search of a great system to share contacts across their organization, while others are looking for a full suite of integrated apps that work with Google.
We are very excited about the future holds, keep an eye out for even greater integrations on the horizon for Apptivo & G Suite users!
Know moreWith the facts lain down above, it's clearly important to know the importance of crm and find every advantage possible when it comes to streamlining your business apps. Let's focus in on 5 key benefits you gain from a simple and easy CRM system:
Apptivo is designed from the ground-up to offer consistency across all workflow solutions, making it simple for your users to learn the common features, and work in a familiar environment. You will also find many settings available to admins, so they can control the way Apptivo behaves, and simplify the system for their company.
If you have any other tricks you've used to make Apptivo easier for your team, please let us know in the comments!
Know moreAlthough we've made a ton of new enhancements to improve the app, there are a few improvements that are especially significant. Check out the video below for a 6 minute runthrough of the key features:
We'll be running a free online presentation of the new Projects App where we highlight the new features listed above, and demonstrate the basics of configuring your existing projects to use the new scheduling system.
Know more
There are no specific steps required for you to prepare for the update, everything will occur automatically. The upgrade will happen ~12 hours from this post, and the complete process should take about 1 hour.
Update @ 09:15 GMT: We are preparing to make the changes, will update shortly.Update @ 14:00 GMT: We will be moving back the release 1 day to resolve some last minute items.Update @ 17:55 GMT: We are planning to start in roughly 9 hours.Update @ 05:28 GMT: Starting update in about 1 hour.
When we start the upgrade, you'll see the new app within a few minutes, but it may take up to 1 hour for your existing project data to appear. During this time feel free to create new projects, or change any of the new settings available.
The V5 upgrade will build upon the existing online project management features already supported by Apptivo. The V5 upgrade includes a few key new project-management specific features, as well as many of the common upgrades businesses already enjoy within our V5 CRM Apps.
Know moreOn April 7, 2014, security researchers announced a recently-discovered vulnerability called Heartbleed. By exploiting this vulnerability, attackers could access sensitive data, compromising the security of the server and its users.
Apptivo is aware of the Heartbleed Bug (CVE-2014-0160) and has taken steps to evaluate whether there is an impact.
Apptivo users are encouraged to check other websites they access to confirm if they were affected by the bug. Mashable's list of common sites & recommended action
Know moreThe managing director of PB Legal Services, Colin Bartlett, had long been searching for an all-in-one tool that can help manage his businesses. Here is what he had to say about the painful search they went through:
By going with Apptivo, coupled with G Suite for Business, PB Legal Services was able to reduce their monthly software fees dramatically.
Apptivo & Google combined together to solve all of the needs for Colin, PB Legal Services, and his various companies. In his own words:
Know moreUPDATE: Click here to see a video walkthrough of Homepage V5
The homepage changes were numerous and cover the entire system, but there are a few key features which have a significant impact:
We've also included many other more minor changes, but combined they offer an excellent upgrade. These improvements not only impact the main dashboards when you first log in, they are also present in every V5 app.
We'll be performing an update again this weekend with some minor adjustments based on feedback received so far. And in the coming releases we'll continue to update homepage with several more enhancements like global searching & custom views to save lists of tasks, events, etc.
Know moreWhile we're honored to have received such an award, we also can't help think about the great things to come with Projects Version 5.0. We've been working hard on making changes based on the excellent feedback from our beta testers, and we are very close to the finish line. Stay tuned over the next few weeks to hear more great news for Apptivo project management users!
Know moreHere is the example code that was produced during the demonstration in the video above.
Know moreIn the next release we'll be focusing on making enhancements to Projects V5 and hopefully releasing it to the public! We'll also be working on many more general enhancements for the new CRM V5 apps. We'll be introducing these additional standard features, and then we'll continue to make these features available in all upcoming V5 apps. We're also working on the new V5 version of the homepage, which should be ready Nov 23rd.
Know moreYou will still continue to see the "From Google Drive" field on the documents tab of any app in our system. But, upon selecting this field, everything has changed. You will now be presented with a fresh new popup containing Google's drive search & upload files and folders to more easily find the one you need. Here are a few of the key points:
This one is easy... click the button! There is no setup required, our system will automatically use the current Google account that you are logged into. Or, it will ask you to log into Google before adding a document. It's that simple, try it out today!
Know moreThis is a feature that allows you to specify a certain email address that your customers can email. When a customer sends a message to this email address, Apptivo will automatically take the content of the email, and generate a support ticket inside of the Cases App. Once this case is created, the system can send an automated response to the customer, which can be totally customized for your company.
In the previous system, the customer would send an email and receive an automatic response. But, there are two situations which would produce an undesirable result:
This system works by including a special identification number within the subject of your email. When the customer receives the auto-response, or when your employee sends a mail from within the system, something like this text will appear in the subject line "#A-CS-16685". Apptivo will use this ID to associate the email to the proper case. Here is an example:
We have the same exact "email to object" feature within several of our new apps, such as leads & customers. But, the special "hash tag" functionality applies to every application. Now when sending an email from any app within the system, we'll automatically include the hash tag within the subject line. Any responses including this hash tag is automatically associated to the proper record!
Know moreV5 is not a single change or upgrade, nor is it a completely different application that will require re-training or change how you use the software. Version 5 is a collection of enhancements, which can/will be applied to each of the Apptivo applications. While there are many different enhancements, they are all centered around making the system more user-friendly, reducing the number of clicks it takes to complete actions, and allowing greater control over security, data storage, and search/reporting.
You may have seen our preview post back in June, which highlighted most of the new V5 features. Unfortunately we had to remove one or two of these features temporarily, but you can count on these becoming available soon. As of now, here is the list of major V5 enhancements to the Customers App:
Now that Customers App has been converted to V5, we are focused on two things: (1) Get feedback from customers like YOU, and see how we can improve Customers V5. (2) Work to update all apps in V5. We will update about 2 apps every 2 weeks, until the entire platform is V5.
Know moreThe below information is not out of date. The Version 5.0 rollout has already begun, and the first few apps (customers, contacts, cases) are already converted. Click here for more information on V5.
We have been working very hard at Apptivo and are happy to give you a sneak peak at what's to come in Version 5, also known as V5. If you don't know already, V5 is a massive group of changes coming to ALL apps to improve efficiency and accessibility. Since we're slowly rolling V5 to all apps, we're going to begin with the Customers App and work our way through releasing all of the apps.
These changes are all brought upon by customer requests, and the various features and adjustments that each one of you has requested. As you can see from this short list of changes, each app will become very customizable, making the product better suited for any type of business. More security is added to give you more control over what your employees see and can edit, as well as tools to allow users to more quickly access their data. At the end of the day, this product is about YOU, our loyal customers... and we hope that these upgrades will make Apptivo even better and easier to use, to help run your business more efficiently.
We are actively working on upgrading the Customers App to V5, and we plan to release it very soon. We'll be performing a closed beta test next week with a few select customers, and we plan to go public before the end of the month. If you are interested in learning more about V5, or participate in the beta test, fill in the form below. We will also be hosting a public webinar to give a tour of V5. Subscribe to our blog and watch for the announcement sometime in the next week.
Know moreThis first version of Apptivo mobile will include all of your central homepage dashboards, so you can always stay up to date with your company news feed, or quickly create any tasks. You'll also have access to the core of our CRM module, including the Contacts, Customers, Leads, and Opportunities. Here is a quick summary of the features included:
We have submitted the app for review as of yesterday, so we are awaiting the Apple team to approve the app and make it available to the community. According to this website, we can expect the app to be available by the middle of next week. We'll keep you posted!
This app is designed to work for both tablet & mobile phone devices, and works seamlessly with the web app you already know and love. You'll find the transition from our web interface to mobile to be a very simple one, as we have retained over 90% of the web app functionality. When navigating through the app, you'll be presented with familiar buttons and menus available in the same place you can find them on our website.
Know moreGlocial Machineries would like to track their company product sales. The process would start from scratch till they get paid from a customer. This is for machinery sale to a customer.
Know moreA sales lead is a set of contact information for a person or business, which could somehow facilitate a future sale. Typically a lead will be a single person at a business who is looking to purchase a service or product you offer.
Simply put, a sales opportunity is a qualified sales lead. This means an opportunity is also an object which represents a potential deal, but this specific deal has met certain criteria which indicate a high value to the business, or a high probability of closing.
Now that we understand the difference between our two types of potential deals, we need to identify the point at which a lead is considered “qualified”, and moved on to the opportunity stage. Before picking any specific criteria, start off by mapping out your sales process from start to finish, in sequential order.
Once you’ve clearly mapped out the steps in your process, it’s simple to make your Apptivo CRM sales process use the same process. Once you set up the proper stages into each app, your salespeople can simply advance their lead, and it will be moved to the next appropriate stage automatically.
Now that you’ve finished inputting your sales process into the Apptivo system, it’s time to get a little further understanding about how this will affect your day to day operations. The primary activities involved in the sales process are related to contacting & interacting with your sales leads. All of these activities such as logging your calls, setting appointments, or communicating via email, can be tracked inside of the CRM apps.
Know moreSince we are introducing the new support line, let's recap on the support options now available for Apptivo users:
If you are an existing Apptivo user, you can upgrade your business to the enterprise plan at any time to instantly gain access to the new 24 hour support line. Click here to see how you can upgrade to enterprise. New users can register for an enterprise account from our pricing page.
Know moreWhen you are running a business and if you have a handful of customers, it is necessary to sign up for CRM automation. CRM providers in the absence of salesforce automation tools fail to achieve the desired results. This is because we are in the era of automation and CRM automation is a must-have for companies. From being a luxury, sales automation CRM has now turned into a basic requirement. While there are many reasons a company should implement SFA/SFM, here are 5 of the top reasons you should consider when deciding to include SFA within your CRM processes.
Humans aren’t perfect, so you cannot expect your sales teams to remember every interaction, deadline, or appointment with potential customers. Without a central system to manage all of these activities, salespeople become easily overwhelmed and miss out on contacts. Being persistent is a necessary trait of a salesperson, and giving them tools that can help them manage each follow-up with their contacts is invaluable.
Without a CRM tool which can easily list all potential deals in your business, how are sales teams supposed to understand which task is the best use of their time? For many companies, the number of sales leads is not the issue, but the lead quality is an issue. You don’t want your best staff to work on low-quality leads, you want to ensure that each resource is utilized optimally.
Lack of forecasting and intelligence takes a step beyond just solving problems in your sales process and moves on to allowing your sales processes to solve problems in other areas of the business. By properly defining the estimated outcome (probability X revenue amount), you can make accurate projections of future income. It allows business owners to make intelligent decisions about resource allocation, marketing budgets, and nearly every other aspect of the business. The ability to monitor the future cash flow of the business is an invaluable tool for running a company. These reports are available effortlessly when a sales team receives training about their sales force automation tools.
As the saying goes, “what gets measured gets improved” By tracking each sale within the company, your sales CRM system can give you a detailed breakdown of employee performance. As noted above, you gain the ability to run reports and see which steps in your process or types of customers you succeed with. But beyond this, you can also see how successful each employee is in these segments. Basic reports can give small but telling pieces of information such as “how much revenue has an employee generated?” or “what percentage of opportunities does a salesperson convert?”.
Last, but not least, it is the ability to share information with your employees. There are many scenarios where your sales process would improve if the salesperson had a better understanding of who they are contacting or the past interactions your company has had with this customer. A salesforce automation system provides two major solutions that help in this area. The first is to manage details on all business contacts in a single cloud solution accessible by all employees. For example, one employee might meet a prospect at an event and add their information into the cloud-based CRM system. This employee could write down some details they learned, such as if the prospect is a soccer fan or a coffee aficionado. Later on, when your salesperson calls this prospect to follow up, they already have the information needed to instantly forge a better relationship with this contact and improve the probability of closing a deal.
Well, the first step is to decide whether SFA is right for your company, which you’ve hopefully done above. Once you’ve decided to move forward, you’ll need to find the right software. Every sales team is different, so it’s vital to think about the unique needs of your business. It is recommended to have a brainstorming session to identify the difficulties and challenges that your sales teams face while managing their work.
This post culminates the advantages of sales force automation with a detailed perspective on the top 5 reasons why your company needs SFA software. By signing up for Apptivo, you can make your business capable of handling multiple tasks, account management, sales management, event tracking, and control all the activities of your teams right from where you are with minimal human effort. In short, you can reduce the efforts on redundant tasks and focus more on increasing the conversion rate.
Know moreThis Monday we added the following new features to Apptivo:
This Monday we fixed the following issues in Apptivo:
Next release we will make the following updates to Apptivo:
Know moreThis solution will utilize many apps from the system, including the ability to interface directly with module at multiple points. The core applications used to complete & bill for client projects are:
We have several different billing options available for projects, and each project can have its own billing option. This enables you to have certain projects billed at a flat rate, while some projects will track individual hours logged, and include those hours to calculate the total price at the end of the project. Read our other page for complete details on the available project billing options in our app, including step-by-step instructions on how to configure each method.
Getting started is simple, and the first step is to decide what type of solution you are looking for, then get going! Here is a list of each popular solution, and a guide to get set up.
Know moreZipmark is an online payment gateway, which makes it simple and safe to quickly send or receive payments directly from a checking bank account. Zipmark users can make a payment from their mobile phones using a cool QR code billing system, which makes it simple to scan and pay an invoice. Now that Zipmark & Apptivo have partnered together, it is now extremely simple for any business owner, freelancer, or accountant to provide Zipmark's eCheck processing as an option for their users directly on their Apptivo invoices.
As mentioned above, there is a $5 maximum fee for any invoice, period. If you are invoicing for smaller numbers, the fees are still very reasonable, at only 1%. Compare this to most other payment gateways who will charge between 1.9% to 3.5% of every transaction, and some charge a flat rate too. After all is said and done, using Zipmark is going to save your business money.
Now that you are ready to get going, check out this post to see the complete steps on configuring Zipmark to work with Apptivo. You will need to sign up for a Zipmark account in the process, but don't worry, it's free!
If you want to learn more about the different ways you and your business can take advantage of this new integration, feel free to head over to the Zipmark website. Their service can be used for many things outside of business, such as paying your rent, or paying off a personal friend. Their service is still new, and you can get invited to sign up today, just mention that you are coming from Apptivo!
Know moreWe are happy to announce that this week Apptivo released more features in many apps. A new look was added to the Suppliers app, and we've completely revamped our recruiting tools for the recruitment & candidates applications. Customize menu views were added in the Projects and Contacts App. Also, we've added one of our favorite features to the Contacts App, our 360 view! We've also further enhanced our invoices app by adding additional settings to recurring invoices. As always, we've made changes across the board to fix minor bugs and improve performance this release as well.
Know moreThis Monday we fixed the following issues in Apptivo:
Know moreAll of our features come from customers, as covered above....but how do we receive them? Well, that's simple...anywhere you might be talking to or about Apptivo, we're watching. We monitor social media outlets, our support chat, email support, phone support, our answers system, blogs comments, you name it.
As mentioned above, we keep a comprehensive record of each request (using our cases app), which allows us to categorize them by feature, by application, and by request type. We are constantly analyzing all requests in the queue, and identifying trends for the most in demand features.
Glad you asked! You can submit a request by contacting us in a number of ways (email, chat, phone, answers site, etc), and we'll always be happy to submit a request for you in normal support conversations.
Many businesses have unique requirements that may not be appropriate to request within the standard Apptivo system. Apptivo does perform platform customization for special businesses needs on a case-by-case basis. If you wish to inquire further about possible development, you can get in touch with us by completing this form.
Know moreWhen your business relies a lot on individuals or businesses where there is not much of a difference between an individual and the business they are part of a contact oriented system..
Lets say you are dealing with several decision makers, influencers, and stakeholders, from a single company. A Customer Centric CRM might be more appropriate in this case. You may have your sales reps changing territories and key contacts with each customer might change over time as well, but it is important to keep your customer record updated with the current contacts, leads and opportunities.
Absolutely. Since you can link every relevant information to both Contacts and Customers, Apptivo allows you to implement a hybrid approach if you desire. Although, it should be warned that implementing a hybrid between contact centric CRM and a customer centered system can be confusing, especially if you have staff which are new to the concept of customer relationship management software.
We have created a quick little video which walks through the first steps you'll take when reigstering for Apptivo. It will quickly show you the process of performing the basic configuration steps, and proper upload procedures if you are migrating data from an existing system. The video lasts about 7 minutes, but it should get you up and running.
1. Contact-Centric CRM Vs. Account-Centric CRM
https://www.crmswitch.com/crm/contact-centric-vs-account-centric/
This Saturday (5/12) we added the following new features to Apptivo:
This Saturday (5/12) we fixed the following issues in Apptivo:
Know more