- Tags (beta): Flywheel now includes a Tags module. Accounts, Contacts, and Leads can be associated with a Tag.
- Mass Tag : The list view includes a button to apply a tag to selected records
- Search by Tag : The list view search includes a Tag field to filter records by a given Tag
- Subpanel : Each of the relevant modules includes a subpanel to display the associated tags
Other features are on the list - such as a field representation of tags and easier ways to dynamically add Tags. We'll also be working on a bidirectional sync of Tags between CRM and Flywheel MA.
- Webhook Integration: Performance improvements
- Line Item Children : The OrderLineItems, QuoteLineItems, and InvoiceLineItems can now be related to themselves - this allows a tiered hierarchy. Useful for Line Items that have additional options.
- Custom dropdown values: Non-defined dropdown field values will now be visible in the UI.
- Custom Module Indices : Should improve performance
- Favoriting/Following code collisions
- History Subpanel filters not visible by default