A Little Tweak In The Campaigns App

Posted on 6:30 am, August 7, 2019 by Grace Douglus

Campaigns 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. With this feature, you can allow individual employees/users to access and…

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Apptivo Product Updates As Of August 03, 2019 – CRM, Financials, Supply Chain, Marketing, Collaboration, and General

Posted on 10:54 pm, August 6, 2019 by Jeyapriya Balasubramanian

product release aug 03

We are happy to get back to you with the new set of features and enhancements unleashed on August 03, 2019. Enhancements and Implementations Mapping Leads Amount to Opportunities Amount Enterprise duplication rule Leads status update action View Report in History Update associated object attributes Enterprise Level Report Data level security in Invoices Teams App…

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Apptivo Product Updates As Of July 20, 2019 – CRM, Financials, Supply Chain, and Collaboration

Posted on 4:47 am, July 24, 2019 by Grace Douglus

Product Release July 20, 2019

Hi Everyone! We are happy to get back to you, with the next set of updates. Enhancements and Implementations View record assigned to Employee and Team Task status in the sales stages Enhanced Opportunity email button for restricting email recipients Access Level for Teams Bulk export of table sections in Invoices Fetching contact information via…

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Apptivo Ranked As CRM Category Leader by GetApp for Q2 2019

Posted on 4:49 am, July 16, 2019 by Grace Douglus


On this day, we’re thrilled to publish that Apptivo CRM has been again chosen and labeled as one of the “15 Category Leaders” in CRM Category by GetApp in their quarterly rankings. Apptivo CRM excelled as one of the top 15 in the “Category Leader” serves as a testimonial for a Customer Relationship Management Software…

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Apptivo Product Updates As Of July 06, 2019 – CRM, Financials, Supply Chain, and Collaboration

Posted on 9:38 pm, July 9, 2019 by Jeyapriya Balasubramanian

Product Release July 06, 2019

Hi Everyone! Welcome to the next list of features updated in Apptivo as of July 06, 2019. Enhancements and Implementations: Disabling Support Plan Re-association in associated cases table Enhanced function attribute System generated information in Suppliers app Custom views in Work Orders app In-person Sign in Work Orders App Archive Email CRM Disabling Support Plan…

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Apptivo Product Updates As Of June 14, 2019 – CRM, Financials, Supply Chain, and Collaboration

Posted on 11:52 pm, June 19, 2019 by Grace Douglus

Product Release June 14, 2019

Implementations and Enhancements Export Custom table attributes Custom Ref App in 360 view Items Sales By Category report in Invoices app Enhanced Estimate conversion Bulk Void Invoices Row-level preview in the table section Unique Line Number Generation Barcode Generation Export in Target Lists Contacts Enrichment Force syncing emails Advanced Search of Ref App fields in…

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The Apptivo Add-on for Gmail

Posted on 11:42 pm, June 16, 2019 by Jeyapriya Balasubramanian

Gmail Add on

With the Apptivo Add-on for Gmail, you can view and create Contact, Customer, Lead, Supplier, Case, and Opportunity. You can also Associate emails to Apptivo. Each time you open an email, your Gmail add-on will appear on the right. After installing the add-on, click the Apptivo icon to view Apptivo records and options. Google is…

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Apptivo Password Policy

Posted on 6:13 am, June 11, 2019 by Jeyapriya Balasubramanian

Policies are usually adopted by organizations in order to follow a course if action. We have formulated password policies for Apptivo which enriches the security setting of the company. Password Policies are a set of rules and restrictions which are framed and has to be followed while creating a password. This concept is widely used…

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Apptivo Product Updates As Of June 01, 2019 – CRM, Financials, Supply Chain, and Collaboration.

Posted on 1:28 am, June 5, 2019 by Grace Douglus

June 01, 2019 Product updates

Hi Everyone! Happy to present you all with the next set of updates in Apptivo as of June 01, 2019. Enhancements and Implementations Update existing records during import Table import in the Contacts App E-Sign in Work Orders Scaling in discounts Property Tracking status Custom views in Orders App Newsfeed tagging CRM Update Existing Records…

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