We always talk about how customer relationships matter, but in your CRM, data relationships should matter too! Related lists are based on the reference fields, and they allow you to see and create content for a particular entity in the system, but not just that!
We know that your business is unique, so some related list items are more important to you than others and naturally, you want to see those first. With Related list, you can not only decide the order of items that matter to you the most but also decide if you want them to show there at all!
One of the things that make FreeAgent CRM so visually pleasing to use is the ability to NOT see a bunch of stuff that doesn’t matter to you.
Creating data relationships in FreeAgent CRM is super easy. When a relationship is created, FreeAgent includes a Preview Card in a Related List that provides quick context into the related record.
Related Lists can be configured by the team owner or those with team level access and the changes will be available account-wide. For Related Lists you can:
- Customize their Order
- Activate/Deactivate them
- Rename them