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…
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…
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…
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…
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…
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…
Hi everyone! It is our delight to welcome you all to the new Windows Apptivo All-in-One App build V 6.3.3.0. Take a look at the list of new features and feature updates deployed in this release. Download the latest version of the Apptivo Windows App Create Recurring Events and Tasks Implemented Date & Time and…
We are happy to update you with all the latest Apptivo updates, all the new implementations and enhancements are to enrich your experience and ease your day to day life. Let’s take a glance through the product updates as of May 18, 2019, in CRM, Financials, Supply Chain, and Collaboration. Enhancements and Implementations Triggers implemented…
We are happy to give away the new Windows Apptivo All-in-One App build V 6.3.2.0. To enhance your business we have done a couple of implementations in this release. Take a glance at the software by streaming your eyes through this report. Download the latest version of the Apptivo Windows App Supported Custom and Cases…
We are happy to get back to you with the next set of updates and enhancements in Apptivo, making it more user-friendly! The following are the list of features which has been added to Apptivo as of May 04, 2019. Updates and Enhancements Case Limitation Auto-Association while Conversion Edit Access Level Export in .xls MRR…
