Say hi to Custom Objects (Tabs)

Say hi to Custom Objects (Tabs)

Introducing an excitingly customizable feature

FreeAgent CRM Platform Update December 11, 2018

In this update:

Custom Objects
Streamlined Activity Timeline


We must admit, we’ve been a bit impolite. We never formally introduced Custom Objects (or Custom Tabs, as some of its closest friends call it.)

But it’s a customer favorite feature AND it just got some exciting new updates. So that’s why this Taco Tuesday is all Custom Objects.

Many of you are already using Custom Objects to tailor FreeAgent CRM for your unique business needs. You guys will LOVE this update which superpowers your Custom Objects with the same features you love in Standard objects: Activity Timeline and Next Steps.

And if you’re not already using Custom Objects, it’s never been a better time to get to know them. We’ve included a complete rundown below.

“We aren’t a typical sales company so we definitely had atypical needs and they catered to them perfectly It’s pretty cool how everything we ask for they can do; I’d like to imagine that everybody’s FreeAgent looks different. That’s pretty awesome.” – Heather Millevoli, South Jersey Tournaments, FreeAgent CRM Customer

We think it’s awesome too! Check out some of the amazing uniqueness you can create with FreeAgent CRM in the slideshow below.

 

 

Custom Objects

FreeAgent CRM has a few Standard Objects you’re probably familiar with, like Contacts, Deals, Accounts, etc. You might have renamed them so they make more sense for your business, since FreeAgent is the only CRM with that fancy feature.

But did you know you can also create completely Custom Objects, too?

What are custom objects?

Custom Objects are versatile containers that store information unique to your company and superpowers that data with all of the features and functionality of the FreeAgent CRM platform. You can create relationships to Contacts and other records, generate reports, create Next Steps, and way more! It’s as dynamic and unique as each small business itself.

What’s New

Before today, Custom Objects were powerful, but they didn’t have a layout and functionality consistent with the rest of the platform. We’re excited to announce these additions to custom objects:

Activity Timeline and Next Steps
Notes and Attachments

Things to Know

Creating a Custom Object is easy! Check out our Support Center Tutorial and video below:

Tutorial: How to Create Custom Objects

Video: How to Create Custom Tabs

 

 


More enhancements

Streamlined Activity Timeline

We’ve redesigned the Activity Timeline throughout the entire platform so you can see more of what’s important in less space with even less clutter (like repetitive words and unnecessary extra lines). It’s the small things that really add up, and our product team really sweats the small stuff to make your experience better.

 

Collaboration features worth @mentioning

Work better, together

Modern collaboration features worth @mentioning

FreeAgent CRM Platform Update December 4, 2018

In this update:

@Mentions
Lock Down Choice List
Location Hyperlink
Board Pivot by Reference


In this week’s product update, we’ve added new features and enhancements to help your team work together even better.

FreeAgent has always been a great tool for communicating with external contacts.  We wanted to add that same level of communication to the internal team.
– Brian Hudson, FreeAgent Product Manager

In a growing small business, better customer relationships are almost always a team effort.

1. It starts with tracking all customer interactions across your team.

Activity Timeline is a game-changer, with an instant “birds-eye-view” on a single, searchable timeline.

2. Notifications take things to the next level.

Notifications help you keep a pulse on what’s going on, anywhere, anytime – without interrupting your workflow.

3. Now, @Mentions keeps your team on the same page – literally.

Start a conversation without starting a separate message thread or email. @Mentions works together seamlessly with the Activity Timeline and Notifications, so your team can work together seamlessly too.

 

@Mentions

@Mentions allow you to select a specific team member and leave him or her a note in any of your existing tabs where the activity timeline is available. Users will instantly receive a notification (even on mobile!) when they are @mentioned.

Instant context.
Draw attention to a high-priority conversation with a simple tag. Get notified when something needs your attention. Tag your team for follow-up, questions, or help finding the right info.

Instantly adoptable.
They work with the same intuitive ease as other tagging tools, like Slack and Facebook.

 

 

Things to Know

You can easily change your preferences to turn @Mentions Notifications on/off. You’ll find the option in Settings > Notifications.

Check out our Support Centre Tutorial to start using @Mentions instantly
How to Use @Mentions

 

More enhancements

Lock Down Choice List

You asked for it! Decide if a choice list can have ad-hoc creation of choices, or decide to lock it down (for more specific exporting, reporting, and more). More customization for your custom fields.

 

Fields that are of type “Location” will now show in the list and automatically work as a hyperlink. Click on the link to open a new tab in Google Maps.

Board Pivot by Reference

Now when you pivot a board by a reference field, the columns will be ordered by the column with the most number of records first. Another enhancement designed to make sure you always see your most important information at-a-glance.