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 ⬇️
Reset Password
Better Notifications and Events for Emails
Picture Support for Outbound Texts
Now admins can use a new field type – Image Multi-Select. Use it to capture multiple images in a single field.
This new field type is employed by the Texts app for capturing outbound images from prospects. It will soon be used for additional enhancements to the Texts app.
New 'Jobs' Admin Menu
Now admins will find job history under a new ‘Jobs’ admin menu. Scheduled Reports and Report History, covered under separate What’s New Announcements, are there too.
Schedule Reports
Learn more
Report History
Admins can now view a 90-day history of printed reports and download them. Reports can also be re-run.
New system-wide admin of Events, Document Templates
Now admins can see, search, edit, and add Events and Document Templates across all Apps.
Simpler App-ministration 🙂
Now admins can configure an App’s settings from a single page.
Admins can access an App’s settings from the admin menu, or via the Apps page.
New right-hand menu for your notifications, tasks, and calendar
Now your notifications, tasks, and calendar are available from a new right-hand menu.
Click the tasks icon to view your tasks. Sort and filter your tasks as you want. Email and phone tasks can be worked right from the menu by rolling over the task type field.
Finally, you can click the calendar icon to view your day’s agenda.
Admin Edit of User Preferences
Admins can now edit their users’ preferences on their behalf. Simply navigate to Users under Admin Settings / Company. Use the “…” action list and select ‘Preferences’
The user’s preferences will show up in a modal. Admins can edit any value on any tab. Simply exit the modal to return to the Users page.
Introducing Live Feed
Now there’s a brand new way to view everything that’s happening in your CRM, in real-time! It’s called Live Feed and you can try it by clicking on the ‘pulse’ icon on your right-hand menu.
You can use the filter to narrow results by team member or App, and you can use search too!
New Notification Preferences
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.
