Hi Everyone! Welcome back to the next set of updates in Apptivo as of August 17, 2019. Implementations and Enhancements Auto-capture ISD code Scheduling Recurring Invoice Custom Table Section Export Gantt Chart Dashboard Multi-currency support while import in Items app Disable Customer Portal Login CRM Auto-capture ISD code You can automatically get the ISD code…
Access Level security gives the System Administrator (Super-User) the ability to restrict the access level and set up View/Edit access to his/her employees. Thus, the secondary level users or employees can have limited access, whereas the primary users or employees can have complete access. With this feature, you can allow individual employees/users to access and…
We are happy to get back to you with the new set of features and enhancements unleashed on August 03, 2019. Enhancements and Implementations Mapping Leads Amount to Opportunities Amount Enterprise duplication rule Leads status update action View Report in History Update associated object attributes Enterprise Level Report Data level security in Invoices Teams App…
Hi Everyone! We are happy to get back to you, with the next set of updates. Enhancements and Implementations View record assigned to Employee and Team Task status in the sales stages Enhanced Opportunity email button for restricting email recipients Access Level for Teams Bulk export of table sections in Invoices Fetching contact information via…
Over time, we have reshaped Apptivo with a few changes in syncing the emails with Gmail. Coping up with the trend, our team works tirelessly to give you enhanced and seamless sync of Apptivo email and G Suite email. We have a piece of good news for you! The application has been submitted to Google…
On this day, we’re thrilled to publish that Apptivo CRM has been again chosen and labeled as one of the “15 Category Leaders” in CRM Category by GetApp in their quarterly rankings. Apptivo CRM excelled as one of the top 15 in the “Category Leader” serves as a testimonial for a Customer Relationship Management Software…
Hi Everyone! Welcome to the next list of features updated in Apptivo as of July 06, 2019. Enhancements and Implementations: Disabling Support Plan Re-association in associated cases table Enhanced function attribute System generated information in Suppliers app Custom views in Work Orders app In-person Sign in Work Orders App Archive Email CRM Disabling Support Plan…
Implementations and Enhancements Export Custom table attributes Custom Ref App in 360 view Items Sales By Category report in Invoices app Enhanced Estimate conversion Bulk Void Invoices Row-level preview in the table section Unique Line Number Generation Barcode Generation Export in Target Lists Contacts Enrichment Force syncing emails Advanced Search of Ref App fields in…
With the Apptivo Add-on for Gmail, you can view and create Contact, Customer, Lead, Supplier, Case, and Opportunity. You can also Associate emails to Apptivo. Each time you open an email, your Gmail add-on will appear on the right. After installing the add-on, click the Apptivo icon to view Apptivo records and options. Google is…
Policies are usually adopted by organizations in order to follow a course if action. We have formulated password policies for Apptivo which enriches the security setting of the company. Password Policies are a set of rules and restrictions which are framed and has to be followed while creating a password. This concept is widely used…
