Release Notes for March 25, 2017 – Marketing & Financial Management

Posted on 5:55 am, March 28, 2017 by operations

march_apptivo_updates

On March 25, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key features in this update include: Email Template Changes (UI level) Dynamic Targets in Targets App Edit Feature in Campaign Template Multi Currency support in entire Financial Apps Estimates App Notifications Security Actions…

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Release Notes for March 18, 2017 – Marketing & Financial Management

Posted on 11:09 pm, March 22, 2017 by operations

product_relase_march

In the March 18,2017 release, Apptivo delivers an effective update to all customers. The following list outlines the new features included in this release: The “From Address” and “Email Template” fields are made mandatory in Campaigns App. Auto Scheduling in Campaigns App. System Messages in Estimates App. Promotions App upgraded to V6. Properties App upgraded…

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Release Notes for February 18, 2017 – Marketing & Product Management

Posted on 5:46 am, February 20, 2017 by kdevarakonda

On February 18, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Template tab in Campaigns app Test Launch under Template tab Launch button in Campaigns app overview page Bounced reason in Campaigns app Refresh button added in Consolidated…

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Release Notes for February 10, 2017 – CRM, Financials, & Common Apps

Posted on 4:41 am, February 13, 2017 by kdevarakonda

release-notes-feb-10

On February 10, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Share Custom Fields ( Opportunities & Estimates ) PDF Builder ( Section Title & Attributes Width ) Complete Release Notes By App CRM & Financials Updates Custom…

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Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR

Posted on 4:11 am, February 7, 2017 by kdevarakonda

On February 04, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Trigger functionality – Email to Case Sales stage activities Projects app 360 degree view Kit Work Orders app upgraded to Version 6 Insurance Tracker app upgraded to…

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Release Notes for January 28, 2017 – CRM, & Project Management

Posted on 1:51 am, January 31, 2017 by kdevarakonda

On January 28, 2017 we released an update to all Apptivo customers, where you’ll find a complete list of changes below. The key changes in this update include: Cases “Duplicate” action Projects app notifications Complete Release Notes By App CRM Updates: Cases – Added “Duplicate” section to “Security Actions”. Cases App permits the user to…

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Apptivo Invoices App for Windows is here

Posted on 1:57 am, December 20, 2016 by kdevarakonda

Did you know that Apptivo Invoices App for Windows has been moved online. It’s completely free with your online subscription. You can easily handle the invoice processes like create, send, reminder and more in single path. It is entirely designed for managing invoices without any burden and which works more effective, when you are away…

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Easily manage calls with Apptivo’s RingCentral integration

Posted on 10:29 pm, November 29, 2016 by kdevarakonda

Nowadays, all the business are becoming dependent on the calling systems, as they make calls to grow their business. This has paved way for the use of various office phone systems. Also having a crm phone integration, is an added advantage giving you the ability to combine telecommunication and increase data collection. RingCentral is a…

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How to setup SPF and DKIM/Domain Key text records in GoDaddy Hosting?

Posted on 12:44 am, November 23, 2016 by kdevarakonda

Apptivo allows you to deliver emails to your clients in many useful ways, and email delivered from Apptivo appears just like any email sent elsewhere. But, to ensure emails are delivered to your contact’s inboxes, and not spam, you’ll want to ensure that your SPF and DKIM record is set up properly. For users with…

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