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Flyntlok Closed on Memorial Day, Monday May 26
Notice that Flyntlok offices will be closed for US Memorial Day on Monday, May 26. Please understand if we don’t respond to any issues until Tuesday the 27th. To those who lost who lost a family member in service to this country, and to all of our veterans, we offer our sincerest thanks and heartfelt gratitude.
CRM
CRM Customer Activity
Opportunity
Our sales and manager users wanted a clearer view of customer interactions. With better visibility, you can stay on top of every conversation, follow up faster, and give managers the insights they need to support and guide their teams.
Solution
We've upgraded the Customer Dashboard to make logging and reviewing CRM activity easier and more powerful. The "Newest CRM Actions" section has been replaced with the brand-new CRM Customer Activity area (this may default to being collapsed; just hit the arrow at the far right of the header bar). This gives you a richer, more detailed view of what’s happening with every customer.
Quick Add
Want to log something fast? The familiar Quick Add button is still here to help you capture updates in seconds: Select the “Activity Type”, type your note, and hit “Quick Add”. Easy peasy!
Details View
Need to go beyond a quick note? The new Details view lets you add richer information: associate models or machines, link leads, attach files, and even create follow-up tasks. Dang, Flint Lockwood, that’s cool!
With new badges, you can quickly see which models, machines, leads, or files are linked to an activity.
New Field: Activity Type
Categorize your activities even further with the new “Activity Type” field. Admins can customize these types via CRM Admin Settings, which can be accessed via the Wrench icon > Flyntlok Settings:
Customer Activity can be submitted through our Mobile page as well! You will find a new link on our Mobile Home Page, under the CRM section:
We will be expanding on these enhanced “Activity” entries in the coming weeks, so stay tuned to this same bat channel…
Service
Mobile Work Order Dashboard Address Information [#66724]
Opportunity
Service Techs reported that when using the Mobile Work Order dashboard, it would be helpful to have access to address info, instead of needing to go to the desktop version of the application.
Solution
We’ve added the Customer Address and the Onsite address to the Mobile Work Order Dashboard:
The Onsite address can also be edited on the fly by clicking on the “Edit Onsite Address” button to the side.
Scheduled Events on Mobile "My Work" Page
Opportunity
Technicians requested the ability to see more than just Work Order related events in their mobile "My Work" view.
Solution
We have updated this page to include scheduled work events that are not associated to a Work Order. Icons were added to distinguish between generic scheduled events and Work Order scheduled events:
Address on New Work Order Customer Searcher
Opportunity
Service Writers requested a way to distinguish customers who may have the same or very similar names when creating a Work Order.
Solution
On our New Work Order page, we now display the customer address when searching Customers:
This is an extension of the enhancement we made a few sprints ago to address this on the Point of Sale (for those keen readers who are like, “Hey, Flint, pretty sure I already saw this…”
Machines
Machine Sale Price on Mobile Dashboard [#66977]
Opportunity
Salespeople have requested that a machine’s sale price is visible on the mobile dashboard so that they can accurately quote it to customers while on the floor or lot.
Solution
The sale price is now visible on the mobile dashboard.
Notifications
"Failed to Send Email" Notification [#65196]
Opportunity
Managers viewing the All Emails report noticed that the response will sometimes contain a message other than “Message has been sent”. Realizing that this meant the email didn’t send, they requested the ability to be notified when emails fail to send.
Solution
We’ve added a new notification to notify you when an email you tried to send fails to be sent. You can configure this from your notification preferences under the General section.
Resolved Issues
Images Not Appearing on Rate Sheet PDF [#66823]
Complaint: Rental Clerks reported that when they went to print the Rate Sheet from the New Rental page, the associated Model and Item images were not loading on the sheet.
Correction: Fixed.
Category Rentals Displaying as Called Off Conflicts [#66628]
Complaint: Rental Clerks reported that the Category Timeline on the New Rental page was displaying models with a “Called Off” conflict when they were not on a Rental Contract that had been called off. This was caused by Class/Model rental conflicts being double counted as Called Off as well, which led to the appearance of many Classes/Models being overbooked.
Correction: Fixed. The availability metrics on this page should be accurate now.
Attachment Costs on Machine Balance Sheet [#66757]
Complaint: Sometimes Work Order costs capitalized to Attachments were not being included in the total cost displayed on the parent machine’s balance sheet. This led to discrepancies in reported machine valuations.
Correction: Fixed
Inactive Parts Searchable After Merging [#66939]
Complaint: Parts Managers stated that after merging parts, the deactivated item would still show up as active when searching.
Correction: Fixed.
Incorrect Sales Order Number After Cloning [#67067]
Complaint: Sales Order displayed an unexpected ID format after cloning.
Correction: Fixed.
Incorrect Terms and Conditions Footer on Copied Sales Orders [#67096]
Complaint: When copying a Sales Order, the Terms & Conditions footer did not reflect the updated Terms & Conditions from the system settings. It is keeping the T&C’s from the original SO instead of grabbing updated version.
Correction: Fixed
SMS Inbox Filter Issue [#67191]
Complaint: Sometimes SMS messages were not appearing in the SMS Inbox when a date range was selected.
Correction: Fixed.
Machine Sale Price Overwritten in Shopify [#67503]
Complaint: Sale prices on Machines in Shopify were being intermittently unset.
Correction: Fixed.
Incorrect Shopify Last Sync Time on Item Dashboard [#SeanDiscovered]
Complaint: For Shopify-linked items, the "Last Sync" time displayed on Item Dashboard appeared to be the wrong time and date.
Correction: Fixed.
Work Order Automations Not Changing Work Order Status [#67038]
Complaint: When an “Automation” was configured to move a Work Order to "Parts Requested" status after a technician submits a Parts Request, it sometimes would not change the Work Order's status.
Correction: Fixed an issue where not all "Current Status" rules were being recognized to trigger an automation for status change on parts requested.
CRM Tasks Not Visible on Smaller Screens [#67338]
Complaint: When viewing a CRM Tasks list on a smaller screen, such as on a tablet or mobile device, the task list would sometimes display as an empty list.
Correction: Fixed.
Phone Numbers Blank while Editing Customer Contacts [#67455]
Complaint: Sometimes when editing a contact on Customer Dashboard, the phone number field would appear empty, even if a phone number was previously set.
Correction: Fixed. This issue only affected our Canadian users (sorry!).
Last Release Notes
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