Mar
08
2010
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Internal Messaging & Reporting Improvements

You’ll find an updated version of FLG 360 when you sign in this morning.  Here’s what’s been rolled out:

  • Internal Messaging: Use the ‘Send Message’ link under the left hand menu to send a message to a single person or everyone in a group.  Messages will show up at the top of the ‘Tasks & Messages’ list on the user’s homepage.  If you don’t want a user to have the ability to send messages, use the new permissions setting under ‘Other Permissions’ in ‘Settings > Users > Edit’.  By default, this feature is enabled.
  • Recently Viewed: You can now click on the ‘Recently Viewed’ link (again, under the left hand menu), to see a list of the last 10 leads that have been viewed since you last signed in.
  • Notifications: The notification area at the top right of the screen has been tidied up a little, with a more detailed explanation of what the next item is.  Until now, whether an email or text message reply was waiting, you’d see ‘You Have a Message’.  You’ll now see ‘You Have a Text Message’, etc.. with a more relevant icon.
  • Report Totals: On all relevant reports, you’ll now see a total line above the report detail, and you’ll see an extra line at the bottom of many downloaded reports.
  • Import Validation: Many users have come across difficulties when Excel removes the 0 from phone numbers.  FLG 360 will now detect when a phone number is missing a 0 and prepend it for you.

If you don’t already use FLG 360, you can find more information and get a 14 day test drive at the FLG 360 website.

Dec
10
2009
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Upcoming Tasks

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.