At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2023!
To make sure your up-to-date with all the latest FreeAgent features, check out our previous updates below ⬇️
Incredible Enhancements to Location Fields 😍
Now admins no longer have to build Apps adding fields like Address, City, State, Zip and so on. Instead, the field type ‘Location’ has been enhanced to store all these values in one handy place. This makes your forms simpler & your reporting even more powerful.
All your address data is still available for reporting – on any list you can view, filter, and sort any of these location attributes you want:
In addition, and this is amazing: when you enter a new location via the form the system will automatically get and save all the location attributes for you and your team.
Finally, the new location attributes include Latitude and Longitude, which can be used on the new Maps widget and embedded into any report:
New Google Maps Widget
Now there’s a new Google Maps widget to go along with the location field improvements. Add to any Dashboard, Dashlet, Page, or Workspace to map the Latitude and Longitude of all the records that match your filter conditions. Hover over any marker to see the card for that record. Whoa!
Setup is just like with other widgets, simple and easy!
Happy mapping!
Dashboard-wide Filters
Now you filter across ALL widgets on a dashboard. Change the filters to instantly get insight into different time periods or other ‘slices’ of your data. Wow!
Learn more
Multiple Actions from Cards
Now admins can configure multiple actions on an app’s Card. Simply multi-select on the Card Configuration page each App Action you want to enable and you’re all set!
Learn more
Easy UTM Tracking via Webforms
Now admins can enable UTM tracking on webforms! Capture UTM Source, Medium, Campaign, Content, and Term as parameters on webform submission. Map UTM values to your Contact UTM fields with no coding needed. Simple!
Edit Single Field on Forms
Now you can edit a single field on a form without editing the whole form. This feature is available to all users who have a role with the “Bulk Edit” permission.
Learn more
Lead the way to a better workday with FreeAgent
FreeAgent CRM is designed for today’s world of work and our robust toolset is ideally suited to supporting the varied work processes of modern businesses. FreeAgent is:
- Easy to use: FreeAgent works like you expect modern apps to work, providing a user experience that feels fresh and familiar. Teams love working in FreeAgent, leading to high adoption and greater ROI.
- User-configurable: FreeAgent can be configured by you to work the way you do. This means you don’t need outside support to add a form field, adjust a CRM automated workflow, or try out a new process.
- Customizable: With FreeAgent, apps, forms, and configurations are all completely customizable, allowing you to capture and connect your data in any way you like.
To see FreeAgent in action, get a demo, and discover for yourself how FreeAgent can help you have workdays full of impact.
