Flywheel CRM Version 3.1

Created by Mike Vetter, Modified on Fri, 05 Oct 2018 at 01:45 PM by Mike Vetter

Existing Feature Improvements

  • Global Search: Re-Ordered results to the most-used Modules: Accounts, Contacts, Leads, Cases
  • Filter: Moved Search & Clear to the top, made it sticky
  • Filter: Improved & Advances Search layouts to make it easier to find most-used fields.
  • Outlook Connector: Auto-sync Contacts to Outlook when you follow an Account.

Resolved Bugs

  • Mass Follow only added 20 records on the current screen.
  • Turning off subpanel groups not saving

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