March 2019 Product Updates

Here’s a quick rundown of everything we released in March. Some of the highlights are:

• New People Screen (reorder columns, resize columns, and lots more options for filtering your contacts!)
• Android Help Center
• New Action Plans
• Improvements to tracking the BombBomb emails you send from Follow Up Boss

We also added a couple of new team members!

Lyndon joins our customer success team and Sam has come on board as our new ops manager. We’re still hiring for other positions as well so as always, if you know any awesome people who want to work with an ambitious remote team that’s making sales faster and more efficient for small businesses – send em our way!

New Features

New People Screen

We have been working very hard to try and bring you a better experience when actioning your contacts. So we are now starting to roll out our new People screen! Here are some of the new features:

• Order the columns how you want them. Now you can put the most important columns first!
• Resize column widths, now you can shrink or expand columns to fit the data in them.
• New Filtering options
• Between price (or number) filtering! Want to see all contacts interested in a place between 100,000 and 500,000?
• There are now date ranges as well, like show me all contacts that were created last month.
• You can now also filter ’empty’ or ‘not empty’ on all your custom fields
• Improved UX
• The contact name will always be on the screen.
• There is now an area to see all filters in one spot for any list. This will help you to understand what the list is doing.
• Your sort options are now more clearly stated in the column header dropdown.
• You can now add filters and hide columns right from the column header itself.
• When you scroll we now remove the main FUB header and list menu. This helps to give you more room to focus on the contact list.

Learn more how to use the table

Last Email Activity

In the new people screen, we change ‘Last Email Open’ to ‘Last Email Activity’ and we also now include the subject if exists.

Any / All Tags Filter

In the new People screen, you can now filter contacts by “Any” or “All” of the selected tags!

Bad Phone/Email Filter

In the new People screen, we added the ability to filter by good or bad phone/emails. Also we have brought in email ‘does not contain’ filter which was available in the old People screen as well.

When you add the filter, it’ll start with a ‘good [phone/email]’ filter, you can always go to any, but figure most people are wanting good phone’s and emails.

Android Help Center

In the latest update (v2.5.0), we’ve made our collection of help articles available in the Android app. Additionally you can now submit app feedback and request help from the Help Center as well. For information the new way of providing feedback from the app, see this help article.

Additionally, we’ve removed the “shake to report bug” screen from the app (pictured below), as this caused some confusion and some users thought that this was for adding call notes after a call rather than for reporting a bug.

For reference, see this article on How to Log Calls on Android.

Android app v2.4

We’ve added an option for sending text messages via your preferred messaging app. When starting a text message conversation from the lead detail screen, users will now see the option to send via Messages. Users who wish to send a text message via their personal phone number can now choose this option.

Also in this release, we’ve fixed an issue causing some confusion around claiming leads in the Android app. The confusion was caused by the absence of messaging to inform users when a lead has already been claimed. In the past, when attempting to claim a lead, if that lead was already claimed by another team member, there was often no visual indication of this fact – now there is.

Improvements

People v2 select contact range & bug fixes

For the new People screen, we added the ability to select a range of contacts by holding shift when clicking:

Additionally we fixed 2 issues:

• An issue where we weren’t saving a smart list with no filters
• Columns would sometimes revert, this is now fixed.

Better address capture from lead emails

We’ve released a change to the way we capture address fields from lead emails so that we can better handle addresses that are unreliably formatted or missing data. This should translate to more correct inquiry address merge fields in action plans and templates.

Filter button removed group button group

In the new People Screen, we have moved the Filter button out of the button group, this should help make it more obvious that the filter box works different than a dropdown.

New Action Plans

We’ve added 5 new action plans, 6 new text message templates, and 13 new email templates to every Follow Up Boss account.

We’ve added campaigns for:

• Buyer long term nurture
• Seller – Home Evaluation Requests
• Facebook Lead Ads
• Open House Leads
• Post-Closing Follow Up Plans

You can find these in the Action Plans section of your account as well.

Do not ring desktop app while on a call

If you’re using our calling add-on feature, we now suppress calls to our desktop app if you’re already on a call. Previously, if you had multiple tabs of Follow Up Boss open and an incoming call came in while you were already on a call we would ring your other tabs.

Android stability improvements

We’ve released a small update to the Android app (v2.4.3) with some stability improvements for periodic crashes that some users experienced over the past few weeks.

New People Screen Updates

Address is now on two lines, thanks for the feedback!

Added some more prominent highlighting to the dropdowns. One for arrow navigation and one for cursor hover.

We will memorize the input values, so if you switch away it’ll go back to how you had it.

Custom Dropdown Fields filter for “with no [field]” is now in the Include section.

Social Profile Links

We have updated the link verbiage for social profiles. Instead of ‘view profile’, we will now show the facebook/twitter handle.

Additionally, we added an option for searching google.

BombBomb Tracking Links

If you are using our BombBomb integration, when sending emails we now correctly use the links that include tracking abilities that BombBomb provides.

For more information on this integration please see our help article.

Fixes

Dotloop Integration Page Not Loading

We’ve released a fix for a situation that could cause the dotloop integration page to not load. Customers affected by this can go back to the page and reconnect their dotloop accounts to Follow Up Boss.

People Screen Bug Fixes

• Filter count is now more accurate
• Include filter would sometimes be dropped when adding an exclude
• Going back a page to the new table would sometimes show no results
• If no columns were defined and you adjust the columns, you’d see the default columns be removed. This should now be more fluid.

Android app v2.4.1: Email bug fixes

We’ve fixed an issue that could cause the app to crash when replying to emails in certain situations. This issue only impacted a small set of users running versions 2.3 and 2.4 of the android app.

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