FreeAgent CRM allows you to fully customize your experience so that it fits your sales process instead of having to change your sales process to fit your CRM. This starts with something as simple as the naming convention. Since not every business uses the same terminology, you can change the current Apps to something that is best suited for your process.
By default, the main Apps are called:
- Contacts
- Accounts
- Opportunities
- Quotes
- Products
- Projects
- Tickets
- Tasks
However, you can customize them to fit your business.
If you would like to update your apps to better suit your process, learn how to deactivate/activate them, or even restrict access to them, you are in the right place.
User Permissions: Only administrators can customize Apps.
This tutorial will cover the following topics:
Create Apps
Admins can add new Apps from the Apps Page. Simply click the "..." icon next to any Submenu to rename it, re-order Apps within it, or Add an App.
Give your App a name, and include it in the 'singular version' Field as well. If you click the 'Save' button at this point your App will be created and you will be able to go to App Setup in the System Settings menu to add Fields, Form Sections, and other configurations for your app.
Reorganize (Drag & Drop)
You can rearrange the order of the elements in the menu by clicking on the Reorder button in the side menu. This will display a window where you can drag & drop the elements in the desired order. You can do this for all the elements on the menu.
Keep in mind that the changes you make will be available to your entire team.
You can also reorder apps from the home screen by clicking on the "..." icon next to any submenu on the App home screen.
Edit Apps
You have the option to change the name of the elements in the navigation and so much more. You can click on the name of your App in your Apps lists or go to App Setup and click on the name of the app.
Here you can:
- Select an Icon for your App.
- Rename it.
- Add a description.
- Limit access to it based on your uses roles, as described in the 'Navigation Access Roles' section of this tutorial.
- Enforce Individual Access*.
- Select the Title Field.
- Assign a custom color for your App.
- Choose between our 1-column or 2 columns layout.
- Enable or disable 'Quick Add'.
- Define the Template to publish your records via PDF. For more information about this template, please visit this tutorial.
- Add Sorting rules.
*The 'Enforce Individual Access' checkbox will restrict access to this app for those users with individual access. This means they will be able to view only the records they own when navigating through the app. Administrator-level users will still be able to view and edit all records.
Once you are done with the changes to the App, click the 'Save' button.
To learn more about each of the elements on the list above, please visit the following tutorial:
App Configuration
