We are back with the latest product updates from Apptivo. In this update, we have revised and optimized few existing features and launched new features to facilitate the existing functionalities. At Apptivo, we always pay attention to our customer’s feedback and update the apps frequently to make them more user-friendly. Let’s look at a brief…
With a steady rise in the number of businesses, the trend is changing with the focus shifted to small and medium businesses. This pragmatic shift has turned the spotlight on entrepreneurs who are more “Business Ready” than ever to take over projects. Businesses are looking for a one-stop cloud application offering CRM, Invoicing, and Project…
For all Businesses/Companies, one of the most hassled and uncomfortable situations is getting your clients to pay you on time or having to remind clients about late payments on a bill or invoice. Companies completely rely on their client’s payments to keep their Operations going. It can be very difficult to function as most…
Managing projects is a big deal for small businesses and startups. Let us assume that Glocial Tech would like to manage their projects in the company. The process will start from a lead and end up with getting paid by customer that is, start from a lead, go through the sales & estimate process, track…
With our upgrade to V6, we’ve provided a lot of great enhancements to our existing PDF editor for Estimate, Invoices, and other apps. Now that V6 has been available for some time, we’ll be removing access to your old templates as part of our ongoing system maintenance. Up until now your old templates have remained…
We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…
We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…
This week we performed another update to the Apptivo system, with the key focus being the release of the Projects App on our V6 technology. We’ll cover the details of projects below, an otherwise we’ve just wrapped up the last of our previous release, by including the new view builder feature inside of the Customers…
Mostly the reports are used to track a particular set of information in a specified way. The reports can be of any form like graphics, images, voices, or any type of vocabulary. The normal reports are used to track the work which is associated with a particular period. The past discussions were generally on the…
Over the weekend we’ve released a few great new features in CRM, along with some apps which are freshly upgraded to Version 6. You’ll also find a few other great new features throughout, such as our brand new email tracking. Here is a breakdown on what’s new: Procurement Solution V6 Upgrades New CRM View Builder…
