Flywheel CRM Version 3.7
Created by: Tim
Modified on: Fri, Feb 22, 2019 at 3:43 PM
- Invoices Module - allows Flywheel to sync Invoices along with Orders, Quotes, and Accounts from the ERP
- Marketing Interactions Module - allows Flywheel Marketing to sync interactions for a given Contact/Lead
- Marketing Campaign checkboxes and Points - allows users to mark which Marketing Campaigns a given Contact/Lead should belong to. Points help to score the interest of a Contact/Lead.
- Signify Primary Contact - In an Account's Contact subpanel, the Primary Contact is now starred.
- Note Sharing - share a Note record with other Users or Contacts. By creating a Note Share record, an email will be sent to the recipient with the contents of the linked note. This will be especially smooth from the Mobile Application.
- Updated some branding and templates
- Updated a few data types
- Fixed an issue which prevented the Accounts screen from displaying related record counts
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