It’s Taco Tuesday! Oct 13 2020

Product Update October 13, 2020

Share:

Table of Contents

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. 

Welcome to servis.ai Free Edition

Link your email to begin

Continue with Google

Continue with Microsoft

By continuing, you agree to servis.ai Terms of Use. Read our Privacy Policy.

Get Started with servis.ai

30-minute demo where you see servis.ai in action.

Unlock the essential servis.ai features at no cost.