Customization
Tailor every aspect of the system so it fits your business perfectly.
-
Custom Apps
Create custom apps to manage any type of work, across your entire business.
-
Custom Forms
Configure form sections, fields, rules and layouts to provide the simplest user interface for all user types.
-
Custom Form Fields
Take advantage of over 25 field types to capture important details and boost reporting capabilities.
-
Icons
Choose from 100s of icons and colors for your apps and field values for sensible and aesthetically pleasing visual cues to navigate the platform extra efficiently.
-
Colors
Set custom colors for apps and fields for visual cues that extend to your charts.
-
Form Sections
Headers in forms grouping appropriate fields making up each form section.
-
Form Layout
Select single or double column forms to arrange field layout as needed.
-
Lines
Customizable line items within a parent record allow you to reference records across the platform, leverage custom fields and manage many to one record relationships between line items and the parent record.
-
Menu Items
Assign and list work-efficiency and reporting views with direct click-to functionality in the navigation menu under the parent app.
-
App Actions
Customizable, action buttons that can update key values, trigger automations, exchange data between integrated solutions and trigger applet pop-outs to support your processes.
-
Custom Cards
Highly configurable record cards that bring to display pertinent field values and app actions from a record for extensive visibility and functionality in Index, Kanban Board and List (hover-over) views as well as Related Lists.
-
Primary Card Action
Set a primary app action to be executable from a record card.
-
Related Lists
In-record drop-downs of other records related to therein, displaying record cards.
-
Template Based Document Generation
Publish detailed records from our Apps into custom, templated PDF documents.
-
Boolean Field Type
For when there are only 2 possible values (e.g., yes/no, true/false, incomplete/complete). Customizable labels, colors and icons. Supports calculated fields.
-
Calculated Field Type
Perform operations using a variety of field types to calculate values or automate field updates using conditional logic.
-
Choice List Field Type
For selecting one option from a predefined set of choices. Customizable labels, colors and icons.
-
Choice List Multi-Select Field Type
For selecting one or more options from a predefined set of choices. Customizable labels, colors and icons. Commonly used for tagging.
-
Color Field Type
For assigning a color to a specific record.
-
Currency Field Type
For assigning a currency value to a record (e.g., deal amount, discount amount, cost amount). Commonly used in calculated fields.
-
Date Ago Field Type
For calculating the amount of time that has lapsed since a selected date field (e.g., age of contact, age of deal). Commonly used in cycle time analytics.
-
Date Field Type
For assigning a specific date value to a record (e.g., close date, due date, renewal date).
-
Date Time Field Type
For assigning a specific date and time value to a record (e.g., meeting date & time, due date & time, activity time stamping).
-
Duration Field Type
For calculating the amount of time between events (e.g., phone call duration, time between creation and first activity, automate due dates from a Date or Date Time field value). Commonly used in calculated fields and automations.
-
Email Field Type
For housing email addresses in records and provides single-click-to email functionality.
-
Email List Field Type
For housing lists of email addresses in records and creating meetings with multiple guests. Commonly used in automated email list functions (e.g., meeting invitations, automated report distribution, automated templated email to list of recipients).
-
Image Field Type
For uploading images to a record (e.g., contact photos, account logos, product images). Commonly used in card configurations.
-
Location Field Type
For housing location information (e.g., contact addresses, business addresses, shipping and billing addresses). Linked with google maps.
-
Note Field Type
For housing record specific notes with longer strings of texts. Utilizes FreeAgent's Rich Text Editor for formatted notes.
-
Number Field Type
For capturing general purpose, numerical values that are not Applicable to Currency, Percentage or Date fields (e.g., number of interactions, distances, inventories). Commonly used with format masks and in calculated fields.
-
Number Format Masking
Specify a number format for any number field.
-
Percent Field Type
For assigning and calculating percentages (e.g., discounts, margins, commissions). Commonly used in calculated fields.
-
Phone Field Type
For housing phone numbers in records and provides single click-to-call functionality.
-
Record Reference Field Type
For setting up dynamic record references between any App records. Commonly used for relating Tasks across any App records in the platform (e.g., tasks specific to contacts, accounts, opportunities, quotes and more).
-
Reference Field Type
For referencing a singular record in the same or other Apps across the platform to set up custom data relationships and information joining.
-
Reference Join Field Type
For joining field values from a related record by the way of the Reference field data relationship establishment (e.g., auto-join billing address from account account to quote, auto-join signor title from contact to quote).
-
Reference Multi-Select Field Type
For referencing one or more records in the same App or other Apps across the platform to set up custom data relationships (e.g., contacts at an account, subdivisions at a parent organization).
-
Schedule Field Type
For invoking a scheduling view of a user or team calendar (e.g., scheduling meetings, tasks, project and other types of work based on user availabilities).
-
Stage Field Type
For creating custom stage-based workflows within FreeAgent Apps (e.g., Leads, Opportunities, Quotes, Project stage-based workflows). Customizable labels, colors and icons + Dependent fields functionality.
-
Text Field Type
For housing short-strings of text with no character type limitations (e.g., names, titles, IDs, short notes).
-
URL Field Type
For housing clickable URL hyperlinks (e.g., external websites, in-FreeAgent records and views). Commonly used to sync 3rd party web-based solutions to a record in FreeAgent.
Lead the way
to a better workday
Talk to a CRM expert and
unleash your team’s potential.
