Jul
04
2009
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Better, faster contact management features

Last nights update to 360 was completed successfully.  The objective of this update was to replace the old contact management engine (for emails, texts, tasks, bots, etc.), with a new, faster, better featured and more usable system.

The new system is already a big improvement, but because of it being better integrated with other areas of the platform, future development will be much, much easier.

New features:

  • HTML templates and emails.
  • Image upload within templates and emails.
  • Add attachments to templates and emails, both from local computer or 360 file manager.
  • Cc and Bcc fields on emails.
  • Select a default email template to use when creating an email within ‘Settings > Email’.
  • On reply emails, the original email is now quoted.
  • New standard task due options (Tomorrow Morning, Next Monday, etc..).
  • Add commonly used text to calls/tasks with the shortcuts menu.
  • Relevant lead details are shown at the top of the page when creating emails/notes/tasks, etc..
  • Contact bots are now suppressed where the contact preferences prohibit the contact method.
  • ‘Cancel all existing tasks’ checkbox when creating a new task.
  • Email bounce handling engine in place and being tested before full roll out (will be live in next 2-3 weeks).
  • Plus lots more small changes you’ll notice to hopefully make lead processing more streamlined.

If you’ve not tried FLG 360, take a free test drive for the next 14 days and see these new features for yourself.