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 create a new case from an existing case by “Duplicate” action. In security actions, the user can give a privilege to the employees to access duplicate action in Cases app. The Employee who have a privilege for duplicating an action can use the “Duplicate” button on the overview page of the Cases app.
For instance: If the super user wants to give a privilege to the particular employee to accessing a duplicate action, will create privilege to the employee for that particular action using security actions.

Project Management Updates:

Projects – Added “Project Updated” section to Notifications. You will receive notifications about tasks in two ways: news feed & email feed. The news feed is enabled by default, and appears inside of Apptivo. Enabling the email feed for a notification will trigger an automated email to you (or the assignee).


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