It is that time of the week when we release some new awesome features for you to enjoy. Here is the summary for this week's updates:
We've simplified the layout of your App cards, making them much more readable and prettier too!
You can use the thumbnail field and opt for the Landscape design to create Cards with strong visuals, and according to the fields that you select in your configuration, you can see the all the information that is most relevant for your business and oh boy! do we mean ALL, as the card will adjust its size to display all the information available.
Admins can customize card configuration in App Setup under System Settings. The new card includes 3 main sections: header, body, and footer. Each of the sections has its own set of fields for you to choose from.
Your Card Configuration is consistent across your Rolodex and Board views, as well as in the Related lists. To learn how to Configure your Cards, please visit this tutorial.
We've converted the image for Contacts and Accounts into a regular field using the new Image field type. This gives you more control over where and how to show the field - allowing you to pack more fields onto forms. Turn it off if you don't want to use it, or add as many Image fields as you like if you love them!
And guess what? Thumbnails can be added to the Card Configuration! Keep them as thumbnails or enjoy them in a beautiful Landscape mode.
We've added a Taco icon to the top bar of our web app. Use it as a handy link to What's New. Now you have quick access to our Knowledge Base, What's New, Support Chat, and your Notifications right next to your Profile Picture.
Now company admins can define their own theme to match their organization's logo and brand thanks to our new Corporate Theme feature. You can mix and match the colors for the main elements in FreeAgent CRM and thanks to the Preview you will get an idea of how great they will look once you save your Theme.
Learn how to configure your own Corporate Theme following this tutorial.
Better Feedback on Import
We've improved the error messaging for importing data. Whenever you have a value in your CSV file that isn't quite right, we will add it to the 'Import Errors' list and provide you with more detail of what the problem is. We'll also now cut an import short after we detect errors on more than 50 rows.
To learn how to import CSV files to FreeAgent CRM, please visit this tutorial.