We are excited to inform you that, on August 5, 2017, we have released updates that are worthwhile, where you’ll find a complete list of changes below. The key switches in this release include: Opportunity to Contracts – Sharing Feature Bulk Action – Update and Remove Tags in the Leads, Customers and Opportunities App Purchase…
Removal of V4 PDF Templates in Financial Apps
With our upgrade to V6, we’ve provided a lot of great enhancements to our existing PDF editor for Estimate, Invoices, and other apps. Now that V6 has been available for some time, we’ll be removing access to your old templates as part of our ongoing system maintenance. Up until now your old templates have remained…
Release Notes for July 15, 2017 – Supply Chain, CRM, Product & Financial Management
In the July 15, 2017 release, Apptivo delivered an effective update to all customers. The following list summarizes the new features included in this release: Inventory Management – Warehouse Enable/Disable in Setting Custom Reference Section Attributes Mobile List Layout for CRM Apps Inventory Management in Items App 360 tab “Make Payment” button should display based…
Release Notes for July 01, 2017 – General, CRM, Financial & Supply Chain Management
We are happy to inform you that, on July 01, 2017. Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: Slack Integration Call Logs – Asterisk PDF File Renaming – Email Compose Page Case to Invoice – Employee Billing Rate in Invoice New View under…
RELEASE NOTES FOR JUNE 17, 2017 – GENERAL, CRM & FINANCIAL MANAGEMENT
We are happy to inform you that, on June 17, 2017 we have released an update that are significant, where you’ll find a complete list of changes below. The key switches in this update include: Global Search Dynamic Width in Kanban Sales Stage Activities in Paid Plans Views in Kanban Search & Select in Highlighting…
Release Notes for June 03, 2017 – Collaboration, CRM & Financial Management
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…
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 May 12, 2017 – Home Page, Project, Human Resources & Product Management
In the May 12, 2017 release, Apptivo delivered a worthwhile update to all customers. The following list summarizes the new features included in this release: App Categories Task List Projects – Template Visibility Employees Password Generation Ideas Recurring Highlighting Collaboration Tasks App Categories Task List – We have added the “App Category” in the left…
Release Notes for May 06, 2017 – CRM, Project & Product Management
We are happy to inform you that, on May 06, 2017 we have released an update that are attention-grabbing, where you’ll find a complete list of changes below. The key switches in this update include: Views Create Button Filter Custom Attributes in Leads App Project Dynamic and Static Views Create Button in Projects App Ideas…
Release Notes for April 29, 2017 – Home Page & Product Management
In the April 29, 2017 release, Apptivo delivered a worthwhile updates to all customers. The following list summarizes the new features included in this release: My Employee Tasks Direct Tasks Triggers in Ideas App Highlighting Ideas Statuses Visibility in Ideas App Last Contact Date Collaboration Tasks: My Employee Tasks – We have included a time…