There are different ways to add new records to your Apps in FreeAgent CRM, as well as edit and delete them. A 'Record' is a single entry or element in your App. Essentially, Records are the building blocks of Apps,. Creating, updating and managing them defines how you will use a given App.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
In this tutorial, we will cover the following topics:
- Navigate to Apps
- Creating a Single Record in any App
- Creating Multiple Records (Import CSV File)
- Editing a Single Record
- Bulk Edit & Update Records
- Deleting a Record
- Bulk Delete Records
Navigate to Apps
First, use the menu in order to get to the App for which you want to create the record. You can use the search function or click on the app name and select one of the views.
Creating a Single Record in any App
To create a new record in any App, click on the three dots icon available in the top right corner to display the available options. Click on 'Create New {App Name} '. You can also click the 'Create New {App Name}' option available under the desired App on the main menu.
Note: Fields that have the '*' symbol right next to them are mandatory fields, which means they must be filled out in order to create the record.
Also, there are some Fields that have system validation to ensure that all data added belongs to the field type. Keeping this in mind, fill in the form and once you are done, click "Save" to create the record.
Note: Read/Write access to some fields could be restricted. Contact your team's administrator for more information.
You will be redirected to the record's detail page so you can start interacting with it right away.
Creating Multiple Records (Import CSV File)
Adding information to any of your Apps in FreeAgent CRM is fast and easy when importing through a CSV file. Follow the same process, regardless of the App. If there are any errors in the file, for example, an email address that is missing the '@' sign, the system will let you know.
Requirements: Access to Import CSV files could be restricted. If you are unable to Import data, contact your team's administrator.
To learn more about the Import process, please visit the following tutorial:
Data Import
Editing a Single Record
The 'Edit' button is located in the top right corner of the record detail page. On the card, it is available when you hover over the 3 dots icon.
If you are on the record detail page, you will be able to edit the information in-line. When editing from a Related list or through the Card, the edit window will open.
You will be able to change all the information related to your record, including the owner. Once you are done with the changes click "Save".
Bulk Edit & Update Records
To bulk edit or update your records, first, go to the desired App and select 'List View' from the available views.
Then, select the records you want to edit by checking the box to the left of the record's name or click on the top square to select the first 50 Records. There will be an indicator of the total of records you have selected. Below it you have the option to click 'Select all X records' if you are looking to edit them all.
You can enter the information you need on any of the available Fields, which will be highlighted in blue once you make changes to them. You can change the information of any Field as well as add information for your Custom Fields. It is possible to change multiple fields at the same time.
Note: These changes will be applied to all the records you selected, therefore you should avoid changes to fields that don't have the same value on all of them.
When you are done editing your records, click the "Save" button. You will see a success message and right after the List View will be updated and will show the new information for your records. The update of the List View could take a few seconds, depending on the total number of records and the amount of information to update.
Deleting a Record
You will notice the delete button in the top right corner of the record's detail page, the 'trash can' icon. On the card, it is available when you hover over the 3 dots icon.
Once you click on it, you will be prompted to confirm the process. Once you click on the "Delete" button your record will be deleted from FreeAgent CRM. This action cannot be undone.
Bulk Delete Records
It is possible to delete multiple records at once. You can select up to 50 records to delete at the same time or select them all if necessary. To do so, go to the desired App and select List View from the available Views.
Then select the records you want to delete by checking the box next to the left of the record's name or click on the top square to select the first 50 records. There will be an indicator of the total number of records you have selected. Below, you have the option to click 'Select all X records' if you are looking to delete them all. This isn't recommended as it is not possible to undo the delete operation.
The "Delete" button will be enabled as soon as you start selecting records. Once you have selected the ones you need to remove, click the "Delete" button.
You will be prompted to confirm this process by clicking on the "Delete" button on the confirmation window. This action cannot be undone.