Activity Timeline - Mobile

FreeAgent CRM

November 14, 2023 15:39
Updated

The FreeAgent CRM mobile apps offer you, with some limitations, the same features as the web app. This means you can add activities to the timeline of records in your apps just like you can in the web app.

Edition Qualifier: This feature is available in all FreeAgent Editions.

User Permissions: No special permissions are required to use this feature.

Access the Activity Timeline

First, select the record to which you want to add an activity to.

Then swipe to the right to access the Activity Timeline section.

Tap on the plus icon in the top right corner of the screen to view your options for the timeline.

Send an email, add a note, or an attachment the same way you would in your browser.

FreeAgent CRM Knowledge Base and Support

If you have any questions or technical issues while using FreeAgent, there are different support channels available depending on your issue. Knowledge Base We provide detailed articles packed wit...

If you have any questions or technical issues while using FreeAgent, there are different support channels available depending on your issue.

Knowledge Base

We provide detailed articles packed with images and videos on how to use FreeAgent as well as answer some of our most commonly asked questions. Get the information you need in our Knowledge Base by accessing your profile menu in the top right corner of FreeAgent.

To find exactly what you are looking for, we recommend the search function. Type in the keyword for your search. As you start typing you will start seeing results.

Your feedback helps us improve. You can let us know if you found the information helpful at the bottom of each article.

Support

If you are an Administrator within FreeAgent you can reach out to our Support team no matter what FreeAgent package you have. There are two ways to reach out.

1. Support Portal

Admins can utilize the self-service support portal to log support issues, check issue status, and provide supplemental support information to the FreeAgent team. Once authorized, admins will see a new option under their profile menu.

Once it's clicked you'll be taken to your Support Portal. From here you can see all of your existing support issues and create new tickets.

As FreeAgent Support staff work on your ticket you'll be able to track the progress. This includes updates, notes, and ticket resolution information

2. Email

support@freeagentsoftware.com

Before you contact Support

When chatting or emailing support, there are a few things you can do to ensure your issue is solved more quickly:

Provide Detail: Instead of just typing "my email isn't working" try to provide more detail concerning what exactly is happening. Is it your account that's being affected or are there others? How long has this been happening? Is there a specific email domain having issues? The more detail the better.
Include links and screenshots: Our Support agents can access your account if needed. Let us know if there are specific accounts or parts of FreeAgent you're having issues with by sharing links, usernames, email addresses, and screenshots of the issue if possible.
FreeAgent Administrator: You need to be an Admin within your FreeAgent account to take advantage of Support services.

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