Bug fix for connecting Office 365 email to FUB.

There was a bug where Office 365 users could not connect their email with FUB, even with the correct credentials. This occurred when users were previously connected with a different email provider, such as Gmail. This bug has now been fixed.

Using the Avatar in the main menu

Based on feedback, we made a change to the recent main menu design change. We now show the avatar, eventually we'll allow for adding images but for now it will show your initials, and when you hover over it, it will show your name.

Screen Shot 2018-03-16 at 3.15.15 PM.png

Main Menu Design

We have tweaked the main menu design just a bit to improve better usability on more screen sizes. This will also help us to scale as we look to add more features into this main menu bar.

Screen Shot 2018-03-15 at 1.14.31 PM.png

Improvements for Commissions Inc and Money Tree imports

We're starting to make importing your contacts from other services easier than ever. From now on when you import from Commissions Inc or Money Tree, we'll automatically map all of the columns from your spreadsheet to the Follow Up Boss equivalent. Stay tuned for more improvements to imports soon.

Faster creation of custom fields when importing

When importing contacts it is common to map one of the columns to a custom field. When selecting this option the custom field name will now default to the name of the column in the import file. This will save time when many custom fields are created during an import.

Device Screen Improvements

We have improved the design of the devices screen in order to best help troubleshoot app issues. We make it more noticeable if there is an app upgrade, you can also easily click a button to text a link to install the upgrade.

Screen Shot 2018-03-14 at 10.48.48 AM.png

Edit imported action plans

Ever since we added the Action Plan Library we've had requests to make it easier to edit imported action plans.

Previously, an imported action plan was read-only, and you had to make a copy of it before you could make any changes. With the changes released today you can edit an imported action plan right away, just as with any other action plan.

API: Search for people by tags

For integrations using our API, you can now easily search people by tags.

e.g. GET /v1/people?tags=28105,Matthews will search for people that have a tag of 28105 OR Matthews.


Deal Reporting Button

We added a button on the deals screen that takes you to reporting. This is available for everyone except lenders.

Screen Shot 2018-03-08 at 9.45.55 AM.png

Time Selection Improvement

Now when you're creating a task/appointment, when you go to add a time "8am" will show up as the top choice. Before it was showing Midnight as the top choice which makes you have to scroll to get to reasonable hours.

There were also a few minor bug fixes which will help stabilize the desktop app that much more.

No published changelogs yet.

Surely Follow Up Boss will start publishing changelogs very soon.

Check out our other public changelogs: Buffer, Mention, Respond by Buffer, JSFiddle, Olark, Droplr, Piwik Pro, Prott, Ustream, ViralSweep, StartupThreads, Userlike, Unixstickers, Survicate, Envoy, Gmelius, CodeTree