Flywheel CRM Version 3.1

Created by Mike Vetter, Modified on Fri, Oct 5, 2018 at 1:45 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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article