FluentCRM 3.0 Beta feedback
- I added a feature request for global search and was told this is coming in v3. I see there's now a search that can look through Contacts, Emails, and Automations. But it doesn't include Contact Notes, Companies, and Company Notes. Without those things, I don't find this very useful. I would love to have that data searchable!
- When I go to add a Contact note, the Date Time picker has "Now" and "Ok" buttons, but these are invisible to me. (Screenshot attached)
- On the All Contacts screen, contacts with lots of tags get a "+N" - love that. However, on hover it shows a box of fixed width, and long tags fall out of the box. (Screenshot attached)
- A bug that was present in the old versions too, I thought it may be addressed with v3 - in the All Contacts screen if you toggle on any of the Custom Fields columns, when you hit Save the column appear but the data doesn't. It takes a page reload for that data to appear.
- All Contacts > Advanced Filter > Add Property > Contact > there seems to be 2x "Date of Birth"
- All Contacts > Advanced Filter > Add Property > I no longer have my LearnDash options available!
- Companies - I'd love an advanced filter like on Contacts. At present I still need to export companies to meaningfully use the Companies data.
- Companies - I don't find the ID column or "Date Added" column useful and would like to turn these off, but they're not available in the dropdown to configure columns.
- Companies - it's hard to tell when it's thinking. In the Contacts screen, the table goes grey while it's searching, so you know it's doing something. But it doesn't do that in the Companies screen, so users aren't sure if it is searching or what.
- For both Contacts and Companies, I want to be able to sort by custom fields. I can do that for standard fields, but not custom fields.
Despite this feedback, I'm liking the UI including things like this:
- All Contacts - having the name above the email address saves a column worth of real estate - nice!
- All Contacts - the search is now more prominent than filters - smart!
- In a Company I can now filter the Contacts by tags - great!
Thanks team!
WOW! first of thank you so much for trying the beta and list all the awesome feedbacks. it really means a lot. This is what I was expecting from the beta phase. My team will take all of these as consideration and I will make sure all the reported bugs are being fixed and for new features, we will try our best to ship in the v3
Shahjahan Jewel this is the kind of feedback we love 😍 specific, detailed, solution orientated, not judgemental, with screenshots. Can't ask for more!
I love the new interface so far... I notice the board option isn't in the menu with Emails, Forms, Community, etc. Why?
Camilo Barrett Our API got changed a bit so the board team have to release a new version to match that. Once we release V3 publicly, they will release the updated intregration version.
This field should be shown bigger.
Also Shahjahan Jewel still no way to set up different footers and to just select them e.g. via dropdown? This would make things so much easier when handling different brands from 1 FluentCRM
For instance, when setting up email sequences, I have to add the custom footer to every single email inside the sequence, which is a lot of work to add/update and annoying.
At least setting a custom footer for the whole sequence would be great.
Hi team, loving the 3.0 update. I've been testing on staging and running through the list of my feedback from a couple of months ago. I think that it's mostly resolved (whoop!) except for these three things:
All Contacts > Advanced Filter > Add Property > I no longer have my LearnDash options available
Companies - I'd love an advanced filter like on Contacts. At present I still need to export companies to meaningfully use the Companies data.
For both Contacts and Companies, I want to be able to sort by custom fields. I can do that for standard fields, but not custom fields.
Could I please request that these are added to the feature request list? The LearnDash filtering options is the most important.