What's new with Zigaflow

Each SMS or text message can have up to 160 characters, this includes the tags that can be added to the message. If you do include a tag that means your message runs over the 160-character limit it will not be cropped and the full message will be sent.

SMS can be set up and automated in exactly the same way as emails through the config menu or sent on an individual basis for quotes, invoices, delivery notes and more. You can include a pre-defined message with configurable fields such as a name or address. 

When an email is sent from the system, for example for a quote, the system can now add an email footer by default. For example, if you are running a promotion and wish to publicise on our emails, a new one can be set up for a short period of time.

The footer can include the user’s name, position, telephone, etc. It can also include images.

Set up as many footers as required by clicking on the Cog -> Business Settings -> Email Footer.

Order tags may only be required in certain modules of the software – and there is new functionality to specify which modules ones. For example, you can create tags that are only visible in the invoices module.

If you have already created order tags, they will be available in every module, unless otherwise specified by the user. To manage these, click on the Cog -> Business Settings -> Order Tags:

You can now apply a forecast/probable percentage to statuses in the quotations module. The value of a quote in that status is multiplied by the probability to give a weighted value.

The weighted values are displayed by clicking on the ‘Totals’ button in the quotations module. The values are filtered by the selectors on the left-hand side of the screen.

You can now create customised reports which can be saved and selected from a drop-down menu. As there are numerous report filters and options, there are countless variations available to you. Once you have a report that suits your requirements, you can save and input a unique name for that report. It will then be added to a drop-down field on the page, allowing you to select any of your reports and launch them in an instant.

When setting up a Pre-Build, you can add scheduled messages for automatic email communication.

When you add one of these scheduled messages, if it seems like something you would use at a later date, you can save it to the library of scheduled messages so you can quickly add it to any future Pre-Builds you create.

You can now upload a copy of your company logo, or a specific image, and you will see all the available colours of that image which you can then use to quickly apply to any of the following: 

• Theme Colour (Menu Bar)
• Primary button Colour
• Background on any of the following modules: 
• Quotations
• Jobs
• Purchase Orders
• Delivery Notes
• Contracts
• eForms

This lets you see your company’s brand reflected within Zigaflow so you can get the best experience possible. 

For some time, you have been able to rename the majority of modules in the software. We have now extended this feature to include some of the remaining modules that you could not name before, as well as system terms to make the software even more user friendly. 

The list of modules you can customise now includes: 

• Business Types
• Order Tags
• Pre-Builds
• Scheduled Messages
• Statuses
• Tasks
• Variants
• Workflows

Some of these system conventions are the most powerful features in the software. If you are not using these, get in touch with a member of our team and we will show you how to use them in your business.

Since the launch of my.zigaflow.com, there will be times when you will need to update your version of the software.

If an update is needed, you will see a button labelled “Update” in the top right-hand corner of the screen. If you are on the latest version, the button will not be visible.

To make it even easier to set up multiple lead pipelines quickly, you can now create one pipeline, set all your statuses and default probabilities, then copy it to make a duplicate lead pipeline where you can make minor changes, so you don’t have to make each pipeline from scratch.

You can now use the multiplier fields in quotation records to display millimetre measurements when the product or material is stored in the item list with a unit of ‘M2’.

In conjunction with our new email integration (currently available on Office 365) you can create email templates to quickly respond to emails from customers in relation to their quotations etc. Email templates are available on the new integrated email functionality for standard responses on leads, quotes and more.