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.

If you use FLG 360, you’ll know that most of the action centres around ‘Tasks’.  When a task is due or a message is waiting to be read, a notification shows in the top right of the display to notify the user.  The user can then click the notification to go to the lead summary or the message.

From this week, a new ‘Upcoming Tasks’ feature has been released which presents the user with a pop-up box of the next 5 upcoming tasks/unread messages so the user can choose which to deal with next.

To see Upcoming Tasks, click the link in the top right corner of the display if you have at least 1 task or unread message.

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.