Track user activities in Flobot

How to view Task list Go to Users > Select the user Click on Options drop down list & select Activity log Here’s how it works After user has viewed the Order overview and then search from Activity log it will shows that order with its relevant order number(EX:- MTX68883) After user has viewed the Account overview and then search from Activity log it will shows […]

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Add a customer or site contact email into MailChimp mailing List

Here’s how to configure Go to Settings > Options in your admin area. Find Mailchimp settings section. ( Flobot MailChimp integration ) Then add your Account Sync list ID on Mailchimp account list id field & Site Sync list ID on Mailchimp site list id field. ( Find Your Mailchimp List ID) Scroll down & press Save button. Here’s how to Sync Account […]

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Quote SMS alert feature

Here’s how to configure: Go to Settings > Options. Scroll down & find quote sms settings area. Turn on Enable Quotes sms toggle button & add Bitly API KEYS. ( How do I find my API key?) Press Save button to save your changes. Here’s how to use this feature: Then view your already send quote. Click the three-dot actions menu & go to Send SMS. […]

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Paid on invoice Flobot

A nice big sticker on the invoice to say this has been paid and also a bigger visual que in the charges section. And for the costs section we need to enable someone to mark whether an invoice has been paid or not  

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Changes to the quote module in the app

The quote module is too clunky in the app and needs to be changed to make it useful. It must have a feed to prefill the costs of materials and labour that are stored in the database. (no-one is going to fill this in in the field from a paper price list). At the moment […]

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