Your CRM should adapt to your work processes and not the other way around. FreeAgent CRM offers you powerful, simple features to customize your experience. One of the easiest ways is setting up a Card configuration for all your Apps.
Cards are a great way to get relevant information in a single place, and we know that what is important might be different for each business, which is why you can change the information that appears on the Cards.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only administrators can update the Card configuration.
In this tutorial we will cover the following topics:
What is a Card?
Cards are essentially small summaries for a record in any of your Apps. A card can be customized to show you the most relevant information you need at a glance. Let's explore where they will appear and how to set them up to suit your specific needs.
Where are Cards Used?
Your card configuration will show in every view where Cards can be found. The Rolodex & Board Views are perfect examples, you will also notice the Cards in the Related List on the right side of the screen and in the mobile app.
Cards are smart, as they will adjust their size to include only the information available for each one of your Records. And the best part of it all is that they look exactly the same across all your views in the system.
Navigate to Card Configuration
Open the menu and navigate to Admin Settings > Apps Setup, then select your desired app and click on the 'Card Configuration' tab. You can also use the search function to get there faster, just start typing 'Card Configuration'.
Customize your Card
When you need to see different pieces of information per App, your best option is to customize a Card.
To edit the configuration, you can switch the currently shown fields for any of the available ones when you click on them. There are many different options for you here: Add a Cover image and show it as a Thumbnail or in Landscape. Select the most important fields for you in the Card Body and decide if you want to show additional information in the Card Footer.
As you add, edit or delete fields for your Card, the card preview will update in real-time to show your current configuration. Dynamic fields such as "# of Interactions" can give you the information in a very nuanced way based on your needs per App.
You can even add a Primary Action to your Cards. This will allow your team members to perform that action with a single click on the Card. For example; if I select 'delete' as my Primary Action an icon will appear on the card allowing the user to delete with a single click. Once you are done selecting your fields and configuring the Card, click the 'Save' button.