Apptivo Product Updates as of September 21, 2020

Apptivo optimizes its cloud solution frequently to improve the productivity and user experience of its users. It is basically bringing-forth the best features based on repeated quality analysis and clients feedback. While the previous update integrated Google Maps with Apptivo CRM software, this upgrade has added new features to it. In addition, some of the existing features available in Apptivo are enhanced further.

Updates and Enhancements Blacklist Phone Numbers Auto-suggest Addresses with Google Maps Set Criteria to Convert Estimates Customizable Call Recording Summary Boxes in Orders App and Purchase Orders App Workbench for Cases Documents Access in Customer Portal Upgraded SLA Reports Blacklist Phone Numbers

While managing a call center, there are various instances where we receive unwanted calls or text messages. The Contact Center App of Apptivo now allows you to block the phone numbers that are robocalls, suspicious, or other anonymous calls and text messages. This blacklisting feature enables you to either block a particular phone number or a complete contact. We have also provided an option to allow you to choose your blacklisting preference. You can halt your entire communication with a particular phone number or enable them to send voicemails. However, this applies only to incoming calls or text messages. When placing outbound calls and text messages, you will be notified if a particular phone number is blocked. Read more.

Auto-suggest Addresses with Google Maps

After the introduction of Google Maps integration in the last update, our team of engineers have worked to further enhance this feature to increase the user experience. In this update, the auto-suggestion option is added to the address fields of the applications that have enabled the integration with Google Maps. Just like your Google Maps app, these Apptivo applications will also suggest the addresses of your leads, customers, contacts, work orders, or properties as you type them with no time delay. Once an address is selected, the address will be automatically filled in the address fields. Read more.

Set Criteria to Convert Estimates

The Estimates App of Apptivo enables you to convert your estimates to contracts, invoices, or work orders depending on your business purpose. This conversion feature of Apptivo allows businesses to easily transfer the records from one application to another. However, your business might have certain prerequisites to convert an estimate and it is challenging to execute it with zero errors manually. With the set criteria option, you can now configure the condition upon which the convert button must come into view in an estimate. In other cases, the convert button will not appear. Read more.

Customizable Call Recording

The Call Recording feature of the Contact Center app has been further developed to let the agents decide whether to record a call or not. The default call recording option, when enabled, ensures that all the calls are recorded once connected. When this option is disabled, all the calls will not be recorded. Instead, the agent can initiate the call recording when required from the call window once the call is connected. This applies to both inbound and outbound calls. Additionally, the agents can stop the call recording at any time while on the call and perform this call recording action multiple times for a single call. Read more.

Summary Boxes in Orders App and Purchase Orders

Continue reading

This post was originally published on this site