Mobile Release Notes for November 09 & 13, 2017 – CRM App

We, at Apptivo are very happy on announcing the updates which have been released on November 09 & 13, 2017 which are noteworthy. Have a look below to find out what’s new here for you in this mobile update:

Android Updates

CRM

• Price List in the Customers App: In this release, we have added “Price list” field separately in the “Additional Information” Section of the Customers App rather than on giving in Category field. This property will now enable the user to add their own price list to individual customers for the same item irrespective of the category. Price list can be added in Creation page. It is also possible to edit the Price list values while Duplicating or editing the Customer information. The user can search for Customers using the Price list attribute values. This field is also present in long press layout and in mobile list layout.
  
  

  On adding a Price list to specific customer and also linking a Price list to a specific category, the first priority will always be given to the “Price list” added in “Additional Information” section.

Note: Existing users have to customize the settings by enabling the “Pricing list” field from “Additional Information” Section in the Master Layout -> Hierarchical View.

iOS Updates

CRM

• Price List in the Customers App: In this release, we have added “Price list” field separately in the “Additional Information” Section of the Customers App rather than on giving in Category field. This property will now enable the user to add their own price list to individual customers for the same item irrespective of the category. Price list can be added in Creation page. It is also possible to edit the Price list values while Duplicating or editing the Customer information. The user can search for Customers using the Price list attribute values. This field is also present in long press layout and in mobile list layout.
  
  

  On adding a Price list to specific customer and on linking a Price list to a specific category, the first priority will always be given to the “Price list” added in “Additional Information” section.

Note: Existing users have to customize the settings by enabling the “Pricing list” field from “Additional Information” Section in the Master Layout -> Hierarchical View.