We are happy to inform you that, on May 20, 2017 we have released an update that are notable, where you’ll find a complete list of changes below. The key switches in this update include: Kanban View in Opportunities App Filter Custom Attributes in CRM Filter Custom Attributes in Work Orders App QuickBooks Integration –…
Posts Tagged: crm updates
Release Notes for April 01, 2017 – CRM, Project, Marketing & Financial Management
In the April 01, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: Customer By Status (Active and Inactive) Unresponded Opportunities Cases Reports – Activities by Intake Domain / Email ID & Cases Tracking by Assignee Custom Views in Projects App Unresponded…
Release Notes for March 04, 2017 – CRM, Financials, Marketing & Product Management
On March 04, 2017 we released an update to all Apptivo customers, here you’ll find a complete list of changes below. The key changes in this update include: Added a new label for Unresponded Cases / Mark as Responded button in Cases App Added a create icon in Add Target List icon under Campaigns Email…
Release Notes for February 04, 2017 – CRM, Project Management, Financials, & HR
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…