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…
Apptivo’s Customer Experience Enhanced with Nexmo’s Contact Center Toolkit through the Omnichannel
Nexmo, the Vonage API Platform is a business unit of Vonage that develops and markets communication APIs to enable developers and businesses to rapidly innovate the way they communicate with their customers. The Problem Apptivo had difficulty in finding an affordable solution to deliver a rich customer contact center experience, despite the size of the…
Apptivo Product Updates As Of June 14, 2019 – CRM, Financials, Supply Chain, and Collaboration
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…
The Apptivo Add-on for Gmail
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…
Apptivo Password Policy
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…
Apptivo Product Updates As Of June 01, 2019 – CRM, Financials, Supply Chain, and Collaboration.
Hi Everyone! Happy to present you all with the next set of updates in Apptivo as of June 01, 2019. Enhancements and Implementations Update existing records during import Table import in the Contacts App E-Sign in Work Orders Scaling in discounts Property Tracking status Custom views in Orders App Newsfeed tagging CRM Update Existing Records…
Apptivo Mobile Release Updates As Of May 10, 2019 – Windows All-in-one App: V6.3.3.0
Hi everyone! It is our delight to welcome you all to the new Windows Apptivo All-in-One App build V 6.3.3.0. Take a look at the list of new features and feature updates deployed in this release. Download the latest version of the Apptivo Windows App Create Recurring Events and Tasks Implemented Date & Time and…
Apptivo Product Updates As Of May 18, 2019 – CRM, Financials, Supply Chain, and Collaboration
We are happy to update you with all the latest Apptivo updates, all the new implementations and enhancements are to enrich your experience and ease your day to day life. Let’s take a glance through the product updates as of May 18, 2019, in CRM, Financials, Supply Chain, and Collaboration. Enhancements and Implementations Triggers implemented…
Why Do Most Of The Startups/Small Companies Without Project Management Fail?
The practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time is called Project Management. Every Project is temporary and has a beginning and end time, and therefore defined scope and resources. It consists of planning and organizing the…
Why Companies Should Not Use Emails To Manage Their Client Issues
Most of the companies/businesses have shared mailbox for their support. In the beginning, having a shared mailbox makes sense as the number of issues will be less but when the business grows the mailbox starts cluttering and overflowing with issues and requests. This is where Apptivo comes in to provide companies and businesses with a…