Feb
24
2010
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Pop Up Email/Task Details & Quick Filters

FLG 360 has been updated earlier today.  This update should clean up the homepage a little, give you a better idea of the lead behind a task/email, and give you easy access to search leads by filter from the top right hand corner of every page.

Pop Up Email/Task Lead Details

So that you can get a better idea of the lead that a task/email relates to, you can now click the title of the email or task on the homepage to see more details.  The ‘defer’ task options have also been moved into this pop up box, and options to prioritise or unprioritise a task are also available.

Here’s a screenshot of the new feature in action:

Pop Up Task/Email Details

Pop Up Quick Filter

The ‘Quick Search’ links which used to be found right under the summary on the homepage now appear when you click the ‘filter’ icon at the top right hand corner of every page:

Pop Up Quick Filter

Clicking ‘New Filter Search’ will take you to exactly the same place as when you click ‘Search Leads’ in the left menu.  All other options will open up a search for ‘all time’.

Feb
07
2010
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Search Leads Now Split into Filter and Keyword Search

On Friday morning, FLG 360 was updated with these new features & improvements:

  • Search Leads is now split into ‘Filter’ search and ‘Keyword’ search.  Look for the link to the right of the ‘Search Leads’ header to change between the two.
  • A new tick box selection method has been added to Search Leads which now works with the ‘Bulk Actions’ option to allow sets of leads to be selected.
  • Hovering your mouse over the date of each lead will reveal the full date and time.
  • More Leadbay lead types are now supported (the full range).
  • The link to leads on email notifications now links to the lead summary page rather than the lead detail page.
  • Several minor bug fixes.

For those of you that don’t use FLG 360, you should find out more about it and take FLG 360 CRM it for a test drive.