App Setup – FreeAgent CRM

Edition Qualifier: App Setup is available in all FreeAgent editions.

User Permissions: Customizing Apps is only available to users with Administrator rights.

Customize your Apps in the a blink of an eye with the all-in-one App setup menu.

Term	Definition
App Configuration	Give your App a unique look with the available icons, define access based on roles, change the form layout, and even upload a PDF template.
Form Fields	Create custom Fields across Apps to ensure that all relevant information is displayed. Fields are visible in the list view and on each record.
Form Sections	Break up the form Fields into Sections that make sense for your data. Organize Fields into various Sections (ex. Email address, phone number, company mailing address all within a “Contact Info” section).
Lines	Used mostly to create a dependency relationship between Apps. Lines are best used in invoice or quote Apps.
Related Lists	Based on the reference Fields, they allow you to pull in data from other Apps to reference in the parent App. For example, reference the Next Steps in the Contacts App to see the Next Steps of each record.
Card Configuration	Cards are a great way to get relevant information in a single place. Change what information appears on a Card to gain valuable insights on a record before viewing the detailed page.
Access Control List	Control what user roles have access to the different Fields within an App. Let users read-only or read/write certain Fields.
Menu Items	Change the information in the drop-down of each App on the menu.