Apptivo Product Updates as of June 22, 2021

Upgrades in technologies are absolutely essential in order to enhance dependability and open the door to commercial benefits. Apptivo has made another step in improving the user experience and meeting user expectations. We are excited to announce the latest product updates on Apptivo in order to automate your workflow. Let’s go through the short notes on these updates.

Updates and Enhancements

• Introduced Renaming Feature For Custom Apps
• Enhanced Sales Stage Age Report
• Implemented Filters In Work Orders Dispatch Calendar
• Rearranging Rows For Estimates Product Tables

Introduced Renaming Feature For Custom Apps

App Builder in Apptivo allows you to create your own individual application according to your company’s specifications. From this update, we have further enhanced the Custom application to modify the name of the app as per your preferences. Apps have different meanings for different customers. You can easily rename the Custom apps on the settings and wherever the Custom app name is displayed, it will be replaced with the newly configured name. Read more.

Enhanced Sales Stage Age Report

With the sales stages, your business gets to assess the different types of clients and their needs. Apptivo supervises and maintains the phases of the sale of its customers, monitors their progress, provides emails, and other automated communication channels. Apptivo constantly meets the demands of your company and the automation requirement of your business. In this update, we have enhanced the opportunities sales stage report, which makes the transition period the default field to achieve the number of days it takes to move from one stage to the next. Therefore, this helps in deeper analysis to promote their transition to the sales stages and calculate the efforts you have to put in. Read more.

Implemented Filters In Work Orders Dispatch Calendar

Dispatch Calendar in Work Orders conveniently gets the list of work orders assigned to the employee or team based on the dispatch report. In this update, we have further enhanced the dispatch calendar with the filter toggle to get the filtered dispatch report based on the specified date and time. Simply enable and configure the filter attributes and get the filtered report based on your preferences. For example, if you want to view only the approved work orders, configure the status attributes as the filters and get the approved work orders on the calendar view conveniently. Read more.

Rearranging Rows For Estimates Product Tables

Estimates in Apptivo helps to provide you the right quote to your customers effortlessly. Customization is one of Apptivo’s most essential elements. We have further enhanced the estimates app with a rearrangement feature. The rearrangement feature for the product/item table rows has been added. After you have added your product list to it, you can change the table rows according to your preferences. You can also rearrange the rows while also editing estimates. In addition, when the serial numbers are added to the row, they will be auto-updated automatically according to your rearrangement in ascending order. Read more.

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