Flowtly update: Enhanced CRM Mail History and Improved Client Management Experience (2026-03-16)
What changed
This release introduces a new capability to track outgoing mail history within CRM, providing better oversight of your client communications. We've also implemented crucial fixes to improve the accuracy and reliability of client data during creation. Additionally, general platform enhancements contribute to a smoother and more consistent user experience across Flowtly.
Related update streams
New: CRM Outgoing Mail History
Gain better visibility into all communications sent from Flowtly. This new feature allows you to review a comprehensive history of outgoing emails and other correspondence, ensuring you have a complete record of your client interactions directly within the CRM module.
- Easily review a complete record of all outgoing emails and communications sent from Flowtly.
- Improve your team's understanding of past client interactions by accessing a centralized mail history.
- Enhance compliance and record-keeping by maintaining a clear audit trail of client correspondence.
Improved Client Creation Accuracy
We've addressed several issues related to the client creation process to ensure greater accuracy and reliability of your client data. These updates prevent incorrect data from being entered, reduce manual corrections, and streamline the onboarding of new clients.
- Client records now accurately reflect country information during creation, preventing data discrepancies.
- Supplier tax information syncs correctly, ensuring precise financial data for new clients.
- Client identifiers are normalized properly, improving data consistency and searchability.
- Experience a more reliable and error-free process when adding new clients to Flowtly.
General Platform Enhancements
This update includes a series of general enhancements to the Flowtly platform's user interface and overall performance. These improvements contribute to a more polished and responsive experience, making your daily tasks smoother and more efficient.
- Enjoy a more refined and intuitive user interface across various sections of Flowtly.
- Benefit from improved responsiveness and stability when interacting with the platform.
- Experience minor visual adjustments that enhance clarity and ease of use.
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
Moderation note
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