Flywheel CRM Version 3.9.1

Created by Tim Summerer, Modified on Mon, Apr 8, 2019 at 11:27 AM by Tim Summerer

New Features

- Send to ERP Checkbox: Accounts now have this additional checkbox. When using a compatible ERP connector, checking this will trigger the Account to be synced to the ERP.


Developer Changes

- Webhook Integration: CRM now has the ability to send Webhooks to configured services

- Account Status: Now defaults to "Active"

- Assignment NotificationsNow defaults to disabled

- Changes to External ID Fields: On the Quotes and Quote Line Items module, the `external_id` field has been removed. It was replaced with `erp_quote_id` and `erp_quote_line_item_id` field (respectively). The existing column will not be removed from the database at this time. Layouts have been updated for customers receiving the "Default"  package. 


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