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CRM
Updates to CRM Customer Activity
With our recent CRM Activity upgrade and your valuable feedback, we’ve been working hard to make these tools even more powerful and intuitive. This latest round of updates focuses on simplifying how you log and manage customer interactions, helping your team stay organized, responsive, and efficient.
CRM Activity on Customer Dashboard
When creating a new CRM Activity directly from a Customer Dashboard, you now have the ability to:
- Send Notifications
- Create a new Contact
- Create a new Lead
- Edit the Activity Date
Notify Users
You can now notify one or more internal users when logging an Activity. Just check the "Send Notifications" box in the Notifications area to select recipients.
Notifications via the in-app bell icon are enabled by default. Users can also opt in to receive email and/or SMS alerts, configured in User Settings > Notifications > CRM. N.B. If the user has all of the notification options disabled, they will not receive any alert even if they were added to the Notification field on the Activity.
Create a New Lead
Quickly convert a conversation into an Opportunity. Under the CRM Lead area, click "Create New" to instantly add a Lead while recording the Activity. The Lead will be created upon hitting save on the Activity. N.B. You can only create a new Lead when creating an Activity. Not when editing an existing Activity.
Create a New Contact
Select "Create New" in the Contact section to add a new Contact without needing to leave the Activity form.
Edit Activity Date
You can now edit the Activity Date to backdate entries. The original "Created Date" remains locked for reporting, while "Last Updated" and "Last Updated By" are now saved to maintain a complete audit trail.
New Page: All CRM Customer Activity
The new “CRM Customer Activity” report lets you browse all logged Activities for all customers in one place. Long-time users may recognize this as a fresh take on our existing "Customer Interactions" report.
Zapier Integration - "New Customer Activity" Trigger
You can now integrate Flyntlok CRM Activity into your Zapier workflows with the "New Customer Activity" trigger!
This opens the door to automating follow-up actions and improving team responsiveness. Some example workflows include:
- Automatically creating calendar events using the Activity “Follow-Up Date”
- Sending templated emails to recipients based on “Activity Type” or “Customer”
- Notifying your team in Slack or Microsoft Teams when an Activity is logged
If you have not yet integrated Flyntlok into your Zapier workflows, or are interested in learning more, don't hesitate to reach out to your friendly Flyntlok consultant for more info!
More to come...
We’re continuously building out CRM features to help your team stay engaged, responsive, and customer-focused. Stay tuned for even more improvements on the way!
Point of Sale
Quantity on Hand for Quoted Models [#67355]
Opportunity
Salespeople requested the ability to see inventory QOH when quoting a Model on a Sales Order.
Solution
We have added the QOH for quoted Models to the Sales Order details. The “Q:” on a model line indicates the number of available Machines at the Invoice’s store location. Hovering over it will display additional information including the quantity of Machines currently on order, as well as inventory information at other store locations.
Prevent Deposits for Walk-In Customers [#67423]
Opportunity
Sales Managers requested that employees be prevented from taking deposits for walk-in customers. This was often done in error and led to deposits in the system that could not be correlated to a customer.
Solution
Deposits can no longer be taken from walk-in customers. Or from Walken Customers.
Rental
Save Driver’s License to Contact on a New Rental [#66501]
Opportunity
Rental Users requested the ability to save driver’s license information to a Contact so it can be used when creating a new Rental Contract.
Solution
We have added this functionality to the New Rental page. When creating a contract, you can enter the driver’s license info under the License section, and then check one of the “Update Contact” or “Save New” options under the Contact section:
Then on future rentals, you can select the “Contacts” button on that section to pull up a list of the Customer’s Contacts.
Selecting any contact with saved driver’s license info will auto-fill it in the License section of the Contract:
Applying Pickup and Delivery Fees on Bulk Rental Billing [#67335]
Opportunity
Rental Managers had requested the ability to choose when to apply pickup and delivery fees to rental invoices generated in bulk.
Solution
Users can now choose whether or not to apply these fees on any billing generated from the “To Be Billed” page.
Resolved Issues
Tool Bar Disappearing on Notifications [#67679]
Complaint: Users reported that sometimes when opening Notifications, it would cause the entire page to go blank.
Correction: Fixed a bug found in a notification message that prevented the notification list from loading.
Increase Font Size on Complaint/Cause/Correction [#67588]
Complaint: Service Managers reported that entering the complaint, cause, and correction on jobs was sometimes difficult because the input was too small.
Correction: The input size was increased.
Issue Linking Item in Flyntlok to Product in Shopify [#67547]
Complaint: Sales Managers reported that, when trying to connect a Flyntlok Item to a Shopify Product, the Product in Shopify would sometimes not be found.
Correction: Fixed.
Core Items not Searchable [#67737]
Complaint: Parts Managers reported that they could not find Core Items in the search after they were created from the Item’s edit page.
Correction: Fixed.
Issues Printing Machine Labels from Vouchers [#68151]
Complaint: Receiving Clerks reported that when attempting to use the Print Machine Label bulk option on MPO Vouchers, it would sometimes be slow to load, or would show an error after an extended amount of time.
Correction: Fixed a performance issue that would occur when attempting to print Machine Labels in bulk for a large quantity of Machines.
Contacts not Populating on Final Invoice [#63145]
Complaint: Managers reported that selected Contacts on Work Orders and Rental Contracts were not automatically populating as the selected Contact on the final Invoice generation.
Correction: Fixed.
Models on Kits Showing Incorrect Actions [#67718]
Complaint: When a Model was added to an Invoice as a Kit sub-item, it would display icons underneath that were only applicable to Parts, and also showed “Ready” before a Machine was associated.
Correction: Fixed. These will now correctly show Model icons, and display the Model QOH before Machine association.
Distinguished User Recommendations
Respond to Issues by Pressing Enter [#67666]
Opportunity
A Distinguished Flyntlok User asked for the ability to submit messages when responding to Issues by pressing Enter, instead of having to click the “Send Message” button.
Solution
Pressing Enter now sends a message with the text in the box when responding to an existing Issue in Flyntlok. (Editor’s Note: Not sure we should have listened to Wayne on this item, but we did...)
Last Release Notes
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