Following our belief that your CRM should adapt to your process and not the other way around, FreeAgent CRM offers you different ways in which you can customize it. One of them being the 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?
- Where are Cards Used?
- Navigate to Card Configuration
- Customize your Card Configuration
What is a Card?
Before getting into the configuration, it is important to explain that Cards are small summaries for any of your Apps. Each card contains relevant information about them. But they don't need to stay this way. You can completely customize the information they show to suit your 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 go to 'Admin Settings' to display the available options, then click App Setup to display even more options. Then select your desired app and click on 'Card Configuration'. You can also use the search function to get there faster, just start typing 'Card Configuration'.
Customize your Card Configuration
If you need to see different pieces of information for each of your Apps your best option is to customize the Cards.
To edit the configuration, you can switch the currently shown fields for any of the available ones when you click on them. There are a bunch of 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.
You can even add a Primary Action to your Cards. This will allow your team members to perform that action with a single click.
You will see a preview of your Card on the right side of the screen and it will show you in real-time all the changes you make to the Card. Once you are done selecting your fields and configuring the Card, click the 'Save' button.