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New Upvise version 4.7 for Android
We just released a new version of Upvise for Android version 4.7.3, available for download on Google Play Key feature includes: New Icons & Redesigned Toolbar New context menu for long Press on...
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New Asset Mobile+Web Appplication Beta
We just released a first beta version of Asset Module for Web & Android. You can install it from More > Add New Application from the top black bar. It includes the following features: Bar code...
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Notes Mobile app Enhancements
The View Note screen on the mobile (phone and tablet) has now 2 tabs at the bottom, Info and Activity. The Activity tab displays the note’s linked items, like Contact, Company, Opportunity and also...
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Call Log Enhancements
We updated the Call Log feature on Android. When you enable Auto Log Calls on in the Upvise Settings on Android, Upvise gives you the option to log any outgoing or incoming calls once your completed...
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Notes & Call Log Enhancements
1. When adding a new “Call Log” or “Callback” for a Contact/company, there is an option to link to an existing Opportunity or Project 2. The view and edit call log screens are now the same as the...
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new Upvise v4.7.7 for Android
We just released a new version of Upvise Pro CRM v4.7.7 in Google Play. Key feature include New Download Manager with Offline Cache support for Files app. It is now much fatser and efficient to...
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Updated Assets App
We updated the Assets app which is currently in beta for Android phones and tablets: you can now view a group of Assets in a Map, just go to Groups, select a Group and tap on the map View tab at the...
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New Upvise Pro CRM for Android version 4.8
We just released a new version of Upvise for Android v4.8.2 on Google Play: View Contacts & Companies who are near a given contact. This is useful when you want to plan a visit to a contact and...
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Updated Job App
We just released a new version of the Jobs app with the following new features: Jobs can now be grouped. Groups are displayed on the left pane on tablet and web and on the home screen for phones for...
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New Quote, Invoice & Packing Slip PDF Export
We redesigned the PDF Export in Sales app: New field in Quote or Invoice to indicate if the Sales Tax is included or not . A custom message can be included when sending the Quote or Invoice by Email...
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Updated Jobs app
We have an updated Jobs app on the Android phone + tablet. Recurring jobs are now supported. Redesigned Home screen, more similar to tasks, focused on jobs to be performed today , tomorrow. due time...
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How to Perform multiple Phone calls and log them in an optimized way
First, prepare you phone callback list either with the web interface on your computer or on your phone. On your phone/tablet, Go to Tasks app Tap on Callback List Tap on the + toolbar button, select a...
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Automatic Margin calculation for Quotes & Invoices
We added a new feature in the Sales app: The quote margin % (expressed as a percentage of the sale price) is now displayed in the View Quote / Invoice screen, below the total amount. In order to use...
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Quotes & Invoices Enhancements
We added the following new features for Quotes & Invoices section of the Sales app: 1. Auto numbering of Quotes & Invoice Numbers 2.Redesigned Select Quote Product screen on Android New...
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New PDF Export for Expenses
You can now export your travel expenses using the Expenses app to PDF, along with your scanned receipts. You can also set a foreign currency exchange conversion rate when editing an expense report....
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New Upvise Pro for Android v5.0
New in 5.0: New swipe to reveal gesture in Contacts, Notes and Tasks for context menu New Individual Tasks, Events, Jobs Android notifications New Calendar Month view design New “Upvise Buttons”...
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Jobs App update
We implemented the following changes on the mobile Android Job app: When you edit / create a company, if you select first a company, the contact field is narrowed to the Company users. When you create...
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New Favourites Feature for Important Contacts & Companies
We just added a new simple but convenient features on the Contacts app: Favourites. Simply add a contact or company to the predefined group named “Favorites” On your phone, a new Favourites link will...
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New Upvise version 5.1 for Android
We just released a new version of Upvise 5.1 for Android phones and tablets. It contains a lot of UI improvements, to make it simpler, cleaner and more efficient Top Action Bar New refresh indicator as...
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Paid Invoices improvements
We made some nice changes on the Sales > Invoice screen on both the Web interface and mobile. In the invoice view screen, there is now a “Mark as Paid” button at the bottom of the screen on the...
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