FLG Business Technology

Until now, when creating a task for yourself or another user, the new task could conflict with existing tasks around the same time.

This evening, a new feature has been introduced that will alert you of any other potentially conflicting tasks.  Details of this and other updates are shown below.

• Task Conflicts – When a task is being created/edited, other tasks within 15 minutes before or after the due time for the task being created/edited are now flagged up to the user.  The user can then schedule the task more appropriately if necessary.  When assigning a task to another user, for privacy reasons only the times of the conflicting task(s) are shown, rather than the full task details.
• Permissions & Preferences – Changes to permissions and preferences (user or account level) now come into effect immediately rather than when the user next signs in.
• Message Received Notifications – For users who don’t sign in to their account often, it’s now possible to get an email notification when a message arrives into their account.  To enable this option, visit ‘Settings > Users > Edit’ and tick the ‘Send Email Notifications When a new email or text message is received’ option.
• Date & Time Formats – To improve consistency, all dates/times are displayed in the format ‘Tue, 19th Jan 2010 18:00′, or a subset of this.  Times in the 12 hour format have been dropped.

If you don’t use FLG 360 CRM, you can test drive the service for free.  The plans and pricing page has also recently been made clearer.

An update this morning has introduced these new features and improvements:

• Tasks (on both the homepage and lead summary) now include ‘defer’ quick links to defer the due date/time by 1 hour, 2 hours, 1 day, 2 days, or a week in 1 click:
  

  Defer Tasks with a Single Click

• A new ‘Copy Lead’ option has been added to the actions available on a lead.
• When adding new leads through ‘New Lead’ or ‘Import Leads’, there is now the option to override duplication settings and save the lead even if a duplicate is found.
  • On ‘New Lead’, the duplicate message now contains the option to either create the lead anyway or to go to ‘Search Leads’ to find the existing lead.
  • In ‘Import Leads’, there is now an option on step 3 to ‘Ignore De-Duplication Settings’.  If this option is ticked, leads will be imported even if duplicates are found.

The FLG 360 service has just been updated with some major new features:

• New team management dashboard – let your Team Managers or Team Leaders see a summary and current task list for any user or group of users from their homepage.
• New Redistribute Tasks feature – team management enabled users can now redistribute tasks and emails from one user or group to another user or group.  For example, if a user leaves the office for the day unexpectedly, all tasks due before the morning can be redistributed to another user.
• Search Leads and Reports Centre now allows you to filter by user group – for example, you can see all leads assigned to users within a particular group.
• New reports – Lead Weekday Report, Lead Hourly Report and User Task Response Report (shows the average time it takes each user to deal with tasks).
• Capture Leads access for introducers – an introducer can now get access to the Capture Leads tool directly from their portal.
• Partner permissions – you can now prevent a partner buyer from changing buying settings.

Hopefully the new team management features will make it much easier to monitor and balance tasks amongst groups of users.  You can learn more about FLG 360′s task work flow, see our 5 key features page.

We’ve added a ‘Quick Search’ box to the top right hand corner of every screen – just type in a name or lead ID to go straight to the Search Leads screen to see all matching leads.

Also new to the top corner is a notification for emails or due soon/overdue tasks. Whenever an email is waiting, or when a task needs attending to, just click the link to go straight into the email or related lead. This also serves as a quicker way to go through many overdue tasks, rather than navigating back to the homepage to pick up each task, just click the link to jump to the next job.

Also in this update, there’s now a ‘Done’ link on each task/email on the homepage, and the old ‘View’ link on emails (which took you to the lead summary screen) has been replaced with a ‘Read’ link which jumps straight into the email.