FLG Business Technology

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 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:

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’.

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.