Welcome to the latest edition of Apptivo’s product updates. In this update, some of the key features have been enhanced further to boost the user experience. We have updated our Supplier Invoices app with the Xero 2-Way Integration to maintain the financial records with ease. Furthermore, other features have been prioritized and upgraded to maintain an optimized customer interface to provide top-notch service.
Updates and Enhancements Xero 2-Way Integration Bulk Updates for News Feed in Cases App Duplication Rules in Opportunities App Mobile List Layout in Work Orders App Xero 2-Way Integration
Apptivo financial apps allow you to integrate with the Xero application and helps you to maintain the financial records with ease. In this update, we have provided two-way sync for the Supplier Invoices. Now, if the supplier invoices are paid through the Xero account, the respective supplier invoice status will get updated to “Paid” in Apptivo automatically with the payment type as Xero and vice-versa. You can also auto-update the PO status associated with the Supplier Invoice by using the Triggers. For more details click here.
Apptivo’s News Feed is used to get the timeline regarding all the activities of your Employees within the system. Now, in the Cases App, you can get the News Feed and Email Notifications for any bulk actions performed by the users. For example, if the employee has updated the attributes of the case records by using the Bulk Actions, you can get a notification on the News Feed section of the individual case and also in the global News Feed section. Additionally, turn on the Email Feed option if you’d like to receive an email notification as well. For more information click here.
Duplication Rules in Apptivo mainly helps to eliminate the duplication of records and helps you to get only valid information. The Duplication Rule feature is already implemented in the Cases, Contacts, Customers, and Leads Apps of Apptivo to prevent the duplication of records based on the given criteria. In this update, we have provided this feature in the Opportunities App as well to prevent duplication based on any given criteria. The user can set the option either to Prevent Duplication automatically or Warn and Flag Duplication for review. We have also provided the Uniqueness check in the Imports section that helps you to avoid duplication while importing through an excel spreadsheet. For more details click here.
List Layout feature in Apptivo allows users to view the records in table view with desired fields. The newest update has supported the ability to view the created list layout in the Work Orders app from Apptivo’s mobile platform. Furthermore, now the users can set up the list layout for the mobile application that can be created or customized from the web version of Apptivo. The created view can be accessed from their mobile application with ease. Read more.
Apptivo Product Updates as of October 19, 2020 was last modified: October 20th, 2020 by naveenContinue reading