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.
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…
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.
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:
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…”
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.
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.
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.
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.
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
Complaint: Parts Managers stated that after merging parts, the deactivated item would still show up as active when searching.
Correction: Fixed.
Complaint: Sales Order displayed an unexpected ID format after cloning.
Correction: Fixed.
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
Complaint: Sometimes SMS messages were not appearing in the SMS Inbox when a date range was selected.
Correction: Fixed.
Complaint: Sale prices on Machines in Shopify were being intermittently unset.
Correction: Fixed.
Complaint: For Shopify-linked items, the "Last Sync" time displayed on Item Dashboard appeared to be the wrong time and date.
Correction: Fixed.
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.
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.
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!).
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
Opportunity
Salespeople have requested more effective filtering in the SMS Inbox to help them better respond to Customers in a timely fashion. Additionally, they requested more information be shown about a conversation to help them understand what a Customer may be asking about.
Solution
First, we have split what was previously the "CRM Hub" into 2 pages: the SMS Inbox and Campaigns. You can find both in the CRM section of the sidebar as “SMS Inbox (CRM Hub)” and “Campaigns (CRM Hub).”
In the SMS Inbox, open the updated Filters section and you’ll find several new options to narrow down what conversations you’re viewing. Filters within the new “Sent message about'' section allows you to find conversations with messages sent from elsewhere in Flyntlok. For example, "Campaign" lets you find conversations containing messages from a specific campaign and "Customer" lets you find conversations with messages sent from a specific customer’s dashboard. Invoice, Lead, Rental Contract, and Work Order allow you to only see conversations with messages sent from any of the indicated pages.
We’ve also added 4 more general filters to help limit the number of Conversations shown to you:
SMS messages sent from the following pages will now be marked in a conversation to provide a better idea of what that conversation is about:
You can click the link to view the page that message was sent from.
Opportunity
Salespeople have expressed interest in being able to see more data associated with a phone number when a new call comes in, which will allow them to have more context upfront before they decide on a course of action.
Solution
We have extended the capability of our integration with the RingCentral desktop application. We have an updated URL that will support the ‘name’ parameter, and can be entered into RingCentral’s settings under the ‘Manage external apps or URLs for incoming calls’ section. The new URL is - “https://flyntlok.com/ajax/phoneCall?phone=%E&name=%N”. Now when a phone call comes in, a new tab will open in Flyntlok that will display a dashboard with centralized information about any leads or customers associated with that phone number.
The “New Call” page will show the phone number and name of the caller at the top of the page as passed on from RingCentral. If a phone number has been associated with any customer in the past, the most recent actions related to the customer will show up in the Associated Customer Card, along with a link to the Customer Dashboard. If more than one customer is associated with this phone number, information about those other customers will be shown in a collapsible list below the primary Customer Card. Leads associated with the phone number will also show up in a similar manner.
Users will be able to choose to open any of the customers or leads associated with the phone number to continue working with the existing item, or they can create a new lead by clicking on the “Create New Lead” button at the top of the page.
The Incoming Call Page after expanding the collapsible data elements.
Opportunity: Sales Managers have requested the ability to attach images to CRM Campaigns. Including a photo or file with a Campaign would increase the attractiveness of a message and could result in a higher conversion rate for potential sales.
Solution: We have updated CRM Campaigns to support file attachments. Users can attach a file when creating or editing a Campaign. A full preview of the text and attachment can be reviewed before and after sending.
Opportunity
Salespeople have expressed a need to request signatures from customers on a Sales Order via email, which would simplify their signature gathering process.
Solution
Salespeople now have the ability to send signature requests via email from the Point of Sale. Click the Request Signature button and fill out your customer’s information to get started.
You can view previously signed versions of an Invoice by clicking “View Collected Signatures” in the Details section.
Signatures collected manually and via a card machine will now also save a signed copy of the invoice that can be viewed here.
Opportunity: Receiving Clerks and Parts Managers have requested the ability to limit the amount of labels that were being generated on Receiving Voucher label printing. For parts departments who, for example, use bins instead of individually labeling each part, reducing the number of labels would save costs and paper waste.
Solution: We have added a button to the Receiving Voucher page called "Print Stocking Label for Each Item". This will generate one label per item, regardless of its received quantity. Additionally, you now have the option to exclude Special Order item labels from being printed.
Opportunity: Managers have requested the need to restrict editing of accounting fields when editing or creating items.
Solution: We have updated the Item Dashboard to lock editing based on a new permission. Admins can find this new permission in Access Controls -> Inventory -> Item Editing. This will toggle editing on Item Income, Expense, and Asset Account fields.
Opportunity: Managers using the recently-released Machine Warning Note feature have requested that this note be visible on Work Order pages.
Solution: We have updated the Work Order Dashboard and Work Order creation to display this note when the machine is selected.
Opportunity: Service Managers have stated the need to undo a job Approval or Rejection. Previously, a user could only change an Approved job to Rejected, or vice versa.
Solution: We have added additional actions to Work Order Dashboard Jobs. If the job has been previously Approved or Rejected, the status can now be cleared.
Opportunity: Rental Managers have requested the need to quickly view invoices that were returned against a previous Rental Contract invoice. This would help them reduce the possibility of the costly mistake of missing a billing period for a customer if a return was not immediately visible.
Solution: We have updated Rental Dashboard to clearly display when a returned Invoice is recognized against a previously billed contract. The returned invoice will be shown underneath the original Sales Invoice.
Opportunity: Rental Managers have requested to have more specific billing information at-a-glance when reviewing Rental Contracts to be billed. We previously only showed Next Bill and Last Bill dates.
Solution: We have added two new columns: Next Billing Period and Last Bill Invoice. Next Billing Period will show the billing period of the next upcoming billing cycle for each Rental Contract. The Last Bill Invoice column is a link to the most recently generated Invoice for each Rental Contract.
Complaint: Purchasing Managers mentioned that when using MPO Vouchers and reviewing machines to allocate to Sales Orders, sometimes a line would show as having available Sales Orders to associate when there were actually none available.
Cause/Correction: Fixed. Additionally, all MPO Voucher users should now have been moved over to the latest version of Machine Allocation.
Complaint: Technicians using the Work Order Parts Request feature noted that the Parts Searcher was not pulling in all available parts, and displaying incorrect item identifiers.
Cause/Correction: We have made several updates to this feature: the Parts Searcher should now be searching the complete parts catalog, and the parts displayed should now be showing its proper item numbers. We have also made improvements to the layout.
Complaint: Rental users in multi-location dealerships mentioned that when searching for machines to rent, they would notice some "Available Machines" incorrectly marked as “Conflict” status.
Cause/Correction: We have updated the Rental Searcher to correctly display availability for multi-location dealerships.
Complaint: Accountants using QuickBooks Online stated that loading Payments into Flyntlok was taking a lot more time than usual, and would sometimes fail after an extended period of time.
Cause/Correction: We identified that this was caused by attempting to load in a large number of payments. We have made significant improvements to this functionality to handle larger loads.
Complaint: Rental users who bill by the hour noticed that the start and end times they would enter into the New Rental page would sometimes carry over the wrong date and duration to the Rental Contract.
Cause/Correction: Fixed.
Complaint: Rental Managers mentioned that when invoicing a rental for a machine configured with attachments, its attachments were not showing on the invoice.
Cause/Correction: Fixed.
Complaint: Purchasing Managers noted that when a machine is received on a voucher, and the voucher is then canceled, some of the machine data from the canceled voucher remained on the machine.
Cause/Correction: We now clear the serial number, vendor PO associations, and date received of machines on a canceled voucher.
April 24th, 2024 Release Notes
Learn More at Flyntlok Dealer Management System
Check out our Flyntlok YouTube channel for more highlights of the application!
The Item Search Bar, which appears on the top left side of the Point Of Sale, can be used to quickly search, view basic item information, and add items to Sales Orders. New items can be quickly created from the POS, also, Files containing Part Lookup numbers and their coinciding quantities can be imported to add items in mass to a Sale Order. Another Search Bar feature allows users to add part items by scanning their UPC codes.
Adding items to a Sales Order is a necessary step to complete an SO for a customer. Users can add items by:
If the item does not exist but needs to be added to a Sales Order, the user can create a new item by:
Creating a Sales Order from a file can be handy when you have any Excel or CSV file with Part Numbers and their quantities. Follow the next steps to import items from a file.
Adding items efficiently may require adding items by scanning items’ UPC. Users can scan items into SOs by:
