In the June 03, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: All Mail view by default in every apps Kanban Layouts in Opportunities App Kanban Filter Opportunities Row highlighting Sales Cycle Switched Distributors App V6 Collaboration General All Mail – By…
Posts Tagged: financial updates
Release Notes for May 20, 2017 – CRM, Financial & Human Resources Management
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 –…
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 25, 2017 – Marketing & Financial Management
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…
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…