Taco Tuesday
FreeAgent Product Update October 13, 2021
10x Faster Create, Edit
We are aiming to provide the most rapid response time for Create and Edit operations of any cloud-based CRM. This starts with making Create and Edit actions up to 10x faster even when performing automations & calculating custom field values.
Search for Manage Views
More easily administer all your views using page-level search. Search has been added to a number of other admin pages as well.
Jobs Engine
Now you will receive notifications when your bulk edits and other bulk operations, like data import, finish. Admins can also access a new “Jobs” page to see the status of all bulk jobs for their organization.
Better Update Management
The system will now protect in-progress bulk jobs by preventing competing edits to records.
'Pivotal' Reporting Improvements
Now you have even more control over pivot fields for all your reports- from Boards to Bar Charts to Pie Charts and more. Use conditions and specify values to pinpoint just what you want to see.