This new powerful capability, currently in BETA, will blow your mind. It allows you to create an App using a configuration file (CSV) where you specify all the fields you want in your form. Your App will be created in seconds with all the fields in your file (as long as they are supported field types).
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only administrators can create Apps in a SNAP.
In this tutorial we will cover:
Navigating to Apps
Open the menu and click on the search box to start typing 'Apps'. You can also scroll down the menu, click on Settings then on System Settings to display the options, and then click on 'Apps'.
Click the 'Add New App' button. There you will have the option to download the template, by clicking the green circle right next to 'Download Field Configuration Template'.
Open the file and add the fields you need for your app, making sure you use those supported by FreeAgent CRM.
The following sample image contains the information you need to add according to the field type. Please note that the reference Field, as it names implies creates a reference to an existing App, just make sure you add your App's name under Reference Object.
If you want to take a closer look, you can download this sample file here.
Once the file is uploaded, the system will automatically create the fields you included in the CSV file in your App. Next time you open the menu your new app will be there and the form will include all the fields, divided into sections if you specified them in the 'Section' column of the file.