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CRM
Create CRM Lead from Model or Machine Pages [#37560]
Opportunity:
To streamline the management of leads related to specific Machines and Models, salespeople have requested the ability to create CRM Leads directly from Machine and Model pages.
Solution:
- We have added a CRM Leads view on the Model Editor. Clicking "Add New" in the "CRM Leads" grid will allow you to create a new Lead for the current Model.
- This has also been added to the existing "CRM Leads" views on the Machine Dashboard.
- We have also added a “Create Lead” option to the Actions menu on Machine Dashboard.
Tasks
Bulk Update Tasks Responsibility
Opportunity:
Managers have requested the ability to change Tasks’ primary and secondary responsible users in bulk.
Solution:
We have added the ability to update multiple Tasks primary and secondary responsible users in bulk from the "All Leads" view.
Service
Customized Work Order Invoice Status
Opportunity:
Service Managers requested the ability to customize which status a Work Order was set to once Invoiced.
Solution:
Immediately before invoicing a work order, Flyntlok can now prompt users to select a custom status for the work order once Invoiced. Contact your Friendly Flyntlok Consultant to enable this feature for your environment.
Work Order Priority Visibility [#54594]
Opportunity:
Service Managers have requested the Priority field to be more visible on the Work Order.
Solution:
Added icons to the Priority field in the General section.
Show Work Order Tag on Sales Order Printouts [#54634]
Opportunity:
Some Sales Managers requested the “Work Order Tag” to be shown prominently in the header of Sales Order printouts.
Solution:
Added a setting to display the “Work Order Tag” in the header of the Sales Order printout. Administrators can enable this feature by following these steps:
- Click the “Wrench” icon in the Navbar and navigate to "Flyntlok" then "Flyntlok Settings"
- Find “Display Work Order Tag in Sales Order Header” in the “Reports” section and toggle it.
Show & Edit Engine Make on Work Order Dashboard [#54745]
Opportunity:
Service Managers have requested that the “Engine Make” field be visible on the Work Order Dashboard.
Solution:
Added the “Engine Make” field to the Machine section of the Info tab on Work Order Dashboard.
Priority on Service Scheduler [#54831 and #54882]
Opportunity:
Service Managers have requested the ability to see and change a Work Order’s "Priority" on the Service Scheduler.
Solution:
Added “Priority” badges and the ability to edit any Work Order’s "Priority" to the Service Scheduler.
Point of Sale
Display Discount Summary in Sales Order Printouts [#54643]
Opportunity:
Sales Managers have requested that the “Discount Summary” be visible on Sales Order printouts.
Solution:
Added a setting to display the “Discount Summary” on Sales Orders in the transaction summary box. Administrators can enable this feature by following these steps:
- Click the “Wrench” icon in the Navbar and navigate to "Flyntlok" then "Flyntlok Settings"
- Find “Show Discount Summary on Sales Orders” in the “Reports” section and toggle it.
Tax Exempt on Quick Customer Creation [#54781]
Opportunity:
Sales Managers requested the ability to quickly set up a tax-exempt customer from the Point of Sale.
Solution:
We have added a new "Tax Exempt" option when using the "Quick Create Customer" feature from a Sales Order.
Accounting
Restrict Processing & Reversing QuickBooks Online Transactions [#54659]
Opportunity:
Managers have requested the ability to limit who can process or reverse QuickBooks Online transactions.
Solution:
New Permissions have been added to control which users can process or reverse QuickBooks Online transactions. The new permissions are called “Process QuickBooks Transactions” and “Reverse QuickBooks Transactions” under the Accounting section.
Rental
Machine Warning Note on Rental Contracts [#54743]
Opportunity:
Rental Managers requested Flyntlok show the "Machine Warning Note" on Rental Contract related pages.
Solution:
The "Machine Warning Note is now visible on the New Rental and Rental Contract pages.
Allow Record360 Task to Skip Work Order Generation [#54790]
Opportunity:
Users utilizing Record360 requested the ability to create a Record360 Task without also creating a Flyntlok Work Order.
Solution:
We have added a new option labeled “Skip Work Order Generation” to the Record360 task pop-up shown on new Rental Contracts.
General
Edit Activity Comments [#54900]
Opportunity:
Managers have requested that Comments in various Activity panels be editable.
Solution:
Comments in the Activity panels on Work Order and Rental Dashboards are now editable. Any time a user edits a Comment, the edit history is recorded in the associated log. This feature requires elevated permissions. Admins can manage authorized users via the “Edit Notes/Comments” permission, located under the Wrench → Users → Access Control.
Resolved Issues
#54525
Complaint: Service Managers and Technicians reported that "Action Logs" for Work Orders appeared one hour behind when they actually occurred.
Correction: Fixed.
#54645
Complaint: Salespeople reported that when quoting a Model, sometimes the “Sell Price” they manually set would not show up on the final Quote.
Correction: Fixed.
#54636
Complaint: Service Managers reported that notes added to "Parts Requests" added to Work Orders in the mobile view were not visible on the desktop view.
Correction: Added notes to the Parts Section on the Job in Work Order in the desktop view.
#54678
Complaint: Service Writers reported that Machines on Work Orders with pending payments were shown as available when creating new Work Orders.
Correction: Fixed.
#54689
Complaint: Sales Managers noted that when registering STIHL Machines, sometimes an error message would show up when creating a new STIHL Customer, even though the customer was successfully created.
Correction: Fixed.
#54706
Complaint: Salespeople reported that when viewing a STIHL Machine on Machine Dashboard, sometimes the Registration information or Machine information would not be loaded.
Correction: Fixed.
#54719
Complaint: Sales Managers reported that when quoting a Model on the Sales Order page, the Model Options were cramped and not ordered correctly.
Correction: Increased the size of the Model Options window and corrected their order.
#54778
Complaint: Users reported that when accessing Signature Hub, the page would randomly crash and become unusable when trying to view Signatures for Rental Contracts.
Correction: Fixed.
#33000
Complaint: When setting up a new Rental Contract, users were able to configure a Contract with no customer or an invalid date range.
Correction: Fixed.
Last Release Notes
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