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 blink of an eye with the all-in-one App setup menu.
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Term |
Definition |
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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. |
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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. |
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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). |
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Lines |
Used mostly to create a dependency relationship between Apps. Lines are best used in invoice or quote Apps. |
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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. |
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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. |
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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. |
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Menu Items |
Change the information in the drop-down of each App on the menu. |
To learn more about App Setup, visit our tutorials:
Apps with Lines
Publish Via PDF Template
Form Sections
Fields
Cards
Access Control List
Related Lists