What's new on Flowlu

All-in-one business operating software for project, task, finance and customer management.

Improvement
July 07, 2020

June 2020 Improvements: Email, CRM, Finance ๐Ÿ“ˆ๐Ÿ“Œ

Throughout the month of June we've been gathering user feedback on our recent product update and shipping some helpful improvements to these new features and more. Read on below for our latest changes from last month.

Email

๐Ÿ”ธ When connecting multiple mailboxes, you mightโ€™ve felt inundated with all these notifications from your email accounts. From now on, these notifications won't clutter your feed anymore โ€” you can choose the email account you wish to receive notifications on new emails from.

๐Ÿ”ธ Youโ€™re now able to create emails directly from a project or task. Each related message will be displayed in the activity feed of the appropriate record.

๐Ÿ”ธ Email moduleโ€™s administrators can now edit and delete email templates.

๐Ÿ”ธ Now each email has comments, so you can quickly leave a note or solve any issue with your teammate within a few seconds.

๐Ÿ”ธ You can now specify multiple email addresses for a single contact or company and keep all your emails in one record.

CRM

๐Ÿ”ธ Weโ€™ve added distribution queue for opportunities that are automatically created from new emails. All you need to do is to select your team members โ€” the opportunities will be automatically assigned to them one by one when you receive an email from a new sender.

๐Ÿ”ธ Weโ€™ve received some great feedback regarding our new activity feed in the opportunities, so we have added it to the contact/organization record as well. It's greatly simplified the process of viewing the current and overdue tasks and events, as well as planning new ones.

๐Ÿ”ธ Opportunity collaborators with the "Employee" permission are now able to filter the opportunities by an assignee.

Finance

๐Ÿ”ธ The name of the PDF file is now generated from the name of the invoice. Thus, when downloading an invoice you can always find it on your device within a few seconds.

๐Ÿ”ธ Weโ€™ve added "Code" column to the list of products and services which provides you with better search capabilities within products.

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