Apptivo Product Updates as of April 06, 2021

Welcome to the latest edition of Apptivo’s product updates. In this update, we have added the QuickBooks Integration and eSignature functionality in Cases Extended applications to boost the user experience. In addition, other features are also prioritized to get an update in order to ensure an integrated user experience and provide high-quality support.

Updates and Enhancements

• QuickBooks Online Integration
• List Layout in Mobile Platform
• Extended Summary Boxes in Work Orders
• Create option for Ref App Field
• e-Signature Support in Cases Extended App

QuickBooks Online Integration

Apptivo offers third-party integrations in the Apptivo Invoices app to handle online accounting software such as QuickBooks. Now, to sync your Apptivo with QuickBooks, we’ve launched QuickBooks Online Integration. This enables you to conveniently export QuickBooks documents such as customers, items, and tax codes to Apptivo by means of a one-way Apptivo sync. The invoices created for QuickBooks customers on the Apptivo would be synchronized automatically with your QuickBooks accounts. Through this, you can handle your Apptivo invoices from your QuickBook account effortlessly. Read more.

List Layout in Mobile Platform

List Layout feature in Apptivo allows users to view the records in table view with desired fields. The recent update has made it possible to create a mobile view for listing across all apps including Cases Expanded applications from the mobile platform of Apptivo. Moreover, users can now set up the list layout for the mobile application that can be created or customized from the web version of Apptivo. The created view can be accessed from their mobile application with ease. Read more.

Extended Summary Boxes in Work Orders

The Summary boxes of Apptivo is an outstanding function that includes the total record information on each application according to specific criteria. Apptivo’s Views help you to customize by a set of objects or fields under certain criteria. With the latest update, you will be able to create Summary Boxes in the Work Orders app as well. Now, you can add the summary of Count, Sum, and Average of the data as per your business need. In addition, you can add the summary boxes in the Standard and the Custom views. You can add a maximum of 6 summary boxes for a view. Read more.

Create option for Ref App Field

Apptivo apps facilitate the use of reference app fields to associate records with other apps. In this update, the custom ref field in the master layout has been improvised to include a Create New option for the Properties application. This enables the ref app field to be configured to display the Create New option when the reference application is assigned to the properties. This provides the Ref App field the ability to generate new properties while the Properties app is associated with the Apptivo globally. Read more.

e-Signature Support in Cases Extended App

When a document or contract is signed online, we must ensure that signatories are marked safely and accurately. Apptivo is integrated with Sign.co for eSignature. Now, in Cases Extended apps, we have introduced this eSignature function to simply submit your case record for signing without any trouble. The document can be sent for eSign or In-Person Sign from the Case’s Extended applications. We have also added the Auto-update option for the status field, which will allow to automatically update record status when it is sent for eSigning or when the signing is complete. Read more.

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