One other way in which FreeAgent CRM is fully customizable involves your Company Profile. Here you can make FreeAgent your own by aligning it with your company branding.
User Permissions: Only the Administrator can use this feature.
In this tutorial, we will cover the following topics:
Navigate to Team Settings
Open the menu and go to Settings > Company > Company Settings. You can also use the search function to get there faster, just start typing 'Company Settings'.
Let's go through all of the options available.
This is simply for the name of your organization.
The field below labelled 'Shortname' is used to shorten URL's to key pages throughout FreeAgent.
By default, the home screen for FreeAgent is the main Application page. However, you can change it to a different location here. This will apply to all Users.
3. Work Week
Select the day of the week when your workweek begins and when it ends. This is especially useful for automations, it will help you prevent having Tasks assigned on a Sunday for example if it is not a working day.
4. Set up Date and Time Preferences
It is not necessary that you configure everything. If you don't want to change the date format just leave those fields empty.
These formats can also be tailored to your specific needs, as when you are creating reports you can set your preferences to offer only the most pertinent information. This can make your reporting process more efficient.
Depending on your specific needs, basically, any format can be achieved. For example let's use the example date of January 1st, 2022 at 2:00 PM and 30 seconds.
|If you need all this information||January 1st, 2022 14:00:00:30|
|If only the date is needed in a minimized format||1/1/22|
Date and Date Time Format
These formats will be used across the entire system for date and date time fields. Here is a list of the formatting options available. FreeAgent uses the Moment.js system to configure formats, below is a table featuring some of the options.
Note: Your organization's date format e.g. DD/MM/YYYY or MM-DD-YYYY is not only used to display dates and times but for actual data entry to help standardize date formats for your reporting needs.
|Month||M||1 2 ... 11 12|
|Mo||1st 2nd ... 11th 12th|
|MM||01 02 ... 11 12|
|MMM||Jan Feb ... Nov Dec|
|MMMM||January February ... November December|
|Quarter||Q||1 2 3 4|
|Qo||1st 2nd 3rd 4th|
|Day of Month||D||1 2 ... 30 31|
|Do||1st 2nd ... 30th 31st|
|DD||01 02 ... 30 31|
|Day of Year||DDD||1 2 ... 364 365|
|DDDo||1st 2nd ... 364th 365th|
|DDDD||001 002 ... 364 365|
|Day of Week||d||0 1 ... 5 6|
|do||0th 1st ... 5th 6th|
|dd||Su Mo ... Fr Sa|
|ddd||Sun Mon ... Fri Sat|
|dddd||Sunday Monday ... Friday Saturday|
|Day of Week (Locale)||e||0 1 ... 5 6|
|Day of Week (ISO)||E||1 2 ... 6 7|
|Week of Year||w||1 2 ... 52 53|
|wo||1st 2nd ... 52nd 53rd|
|ww||01 02 ... 52 53|
|Week of Year (ISO)||W||1 2 ... 52 53|
|Wo||1st 2nd ... 52nd 53rd|
|WW||01 02 ... 52 53|
|Year||YY||70 71 ... 29 30|
|YYYY||1970 1971 ... 2029 2030|
|YYYYYY||-001970 -001971 ... +001907 +001971
Note: Expanded Years (Covering the full time value range of approximately 273,790 years forward or backward from 01 January, 1970)
|Y||1970 1971 ... 9999 +10000 +10001
Note: This complies with the ISO 8601 standard for dates past the year 9999
|Era Year||y||1 2 ... 2020 ...|
|Era||N, NN, NNN||BC AD
Note: Abbr era name
|NNNN||Before Christ, Anno Domini
Note: Full era name
Note: Narrow era name
|Week Year||gg||70 71 ... 29 30|
|gggg||1970 1971 ... 2029 2030|
|Week Year (ISO)||GG||70 71 ... 29 30|
|GGGG||1970 1971 ... 2029 2030|
|Hour||H||0 1 ... 22 23|
|HH||00 01 ... 22 23|
|h||1 2 ... 11 12|
|hh||01 02 ... 11 12|
|k||1 2 ... 23 24|
|kk||01 02 ... 23 24|
|Minute||m||0 1 ... 58 59|
|mm||00 01 ... 58 59|
|Second||s||0 1 ... 58 59|
|ss||00 01 ... 58 59|
|Fractional Second||S||0 1 ... 8 9|
|SS||00 01 ... 98 99|
|SSS||000 001 ... 998 999|
|SSSS ... SSSSSSSSS||000[0..] 001[0..] ... 998[0..] 999[0..]|
|Time Zone||z or zz||EST CST ... MST PST
Note: as of 1.6.0, the z/zz format tokens have been deprecated from plain moment objects. Read more about it here. However, they *do* work if you are using a specific time zone with the moment-timezone addon.
|Z||-07:00 -06:00 ... +06:00 +07:00|
|ZZ||-0700 -0600 ... +0600 +0700|
Once you are done, click the 'Save' button, and your Date Time Preferences will be enabled across your entire organization.
Note: Team members may use a format mask to help customize their preferred date and time preferences in number fields. e.g. setting a shorter format such as 5/9/22.
5. Choose your login authentication methods
You have a few different options for how you would like your user to be able to access FreeAgent.
Microsoft 365 Oath
The options will show up on your login screen.
Note: In order to use two-factor authentication you need to ensure that 'Direct login' is also selected.
Two-factor authentication gives you an added layer of security when using the Direct Login option.
These settings will allow you to select the way FreeAgent CRM behaves when you click on the App Actions to Email or Call within your records.
6. Native Click to Call/Native Click to Email
By default, these options are set to 'No', which means that FreeAgent will take care of those processes. For example, If you click the button to Send Email it will open the FreeAgent Email editor. It will do the same for phone calls. Everything will be handled within FreeAgent.
However, if you haven't paired your phone and email and you want to use your Computer's default apps, such as Outlook or Mail, for these processes then change both Native Click to Call and Native Click to Email to 'Yes'.
7. Email Preferences
You can choose which applications will be allowed to import emails and meetings from other sources.
8. Phone Preferences
Choose the format you would like to use for your phone number fields.
These are the supported formats in FreeAgent.
- E.164: This is the most widely used phone number format, recommended by the International Telecommunication Union (ITU). It consists of a country code followed by a national destination code and subscriber number.
For example, a phone number in the United States might be represented in the E.164 format as +1 555 1234567, where "+1" is the country code for the United States, "555" is the area code, and "1234567" is the subscriber number.
- National Format: Each country typically has its own national phone number format, which may vary in length and structure. National format numbers include the country code and the local area code, followed by the subscriber number.
For example, a US phone number in national format would be (XXX) XXX-XXXX.
- International Phone Number Format: This format is similar to E.164 but without the plus sign (+) at the beginning. It includes the country code, national destination code (if applicable), and the subscriber number. For example, a US phone number in international format would be 1xXXXXXXXXX.
With this feature, you will be able to add support for multiple languages across your organization so that each of your team members can choose the one they would like to use for their FreeAgent account.
This section is available at the bottom of the page. The default language for FreeAgent CRM is English, however, you can add as many languages as you need to make sure everyone at your organization works with the one they feel more comfortable with.
To add another language, click "Add New". Then select the desired language from those available on the list and click the "Ok" button. Make sure you save your changes.
Once you have added Multiple Languages, all your users will be able to change the language in their Preferences.