FLG Business Technology

Documentation is an area that I’m the first to admit we can improve on massively, but thankfully 360 is fairly easy to use.  However, up until now we didn’t have detailed technical guides for XML lead capture, XML lead output and importing leads.

From today, we do.  They’re available throughout the interface (where relevant) as PDF downloads.  A CSV template file for importing leads is also available under ‘Import Leads’.

There is also a guide available under ‘Manage Templates’ that explains how to include a range of over 100 variables into email, SMS and letter templates.

I’m pleased to report that new interface improvements have been completed today intended to make working with leads quicker and simpler:

• Improved handling of how pages are displayed should allow the browser to cache more effectively and therefore improve speed.
• New improved search leads layout.
• ‘Quick View’ feature within search leads to get a summary view of a lead and perform actions without leaving the search leads screen.
• Search leads page now holds the current page if you browse away from it. For example if you view on a lead on page 5 of results and then click back to search leads, you’ll still be on page 5.
• Removal of ‘page resubmit warning’ after performing lead actions and clicking ‘back’.
• New button controls for performing actions on leads.
• Search box on partner statement page to search for particular transactions.
• New ‘copy’ feature for bots.

Sometimes just small improvements in the way data and elements are laid out and highlighted makes a huge difference to usability, and I hope these minor changes will do just that.