App Configuration

Customize everything related to your App, from its name to its layout, in App Configuration you are in control. 

User Permissions: Only Administrators or App Admins can customize Apps.

This tutorial will cover the following topics:

• App Configuration
  1. General
  2. Access Control
  3. UI Preferences
  4. Generate PDF Template
  5. Sort
  6. Search Preferences
  7. Privacy Preferences in Hazel

App Configuration

You have the option to change the name of the elements in the navigation. You can click on the name in your Apps lists or go to App Setup and click on the name of the app. Then make sure you are under 'App Configuration'.

1. General

• • Select an Icon for your App

The icon you select will be available in the Menu and in the Apps Home Page. You can add it to the Card Configuration as well.

• • Change the Name
    Update the Name Singular Version

These two options will allow you to update your Apps name. It is recommended that you use the same name for both fields making sure to use the plural form in the Name field. 

• • Add a Description

Provides more information about your app and it is visible under the Apps Home Page.

2. Access Control

• • Menu Visibility

Only the Roles added here will have access to the App. Those without access won't see the App listed on the menu. 

This is especially useful for those Apps that have sensitive data that only some users should have access to. Please note that you will need to assign the users to the 'Access Role' specified in this step in order for them to have access to it.

Note: Once you add Access Control restrictions to one of your Apps, you will need to the same for the rest of them. 

• • Enforce Individual Access

If this option is enabled it means that any user with an Individual Access Level will only be able to see the records assigned to them.

3. UI Preferences

• • Customize your App's title.

It allows you to customize the Name shown at the page level for your Apps. All you need to do is select from one of the available fields. Only Text & ID field types are available.

Note: This will also change the information displayed in the dropdown for the Reference fields to the App.

• • Choose a Custom Color

This color will be used to identify your App both in the menu and on the Apps Home Page. 

• • Info Panel Layout & Form Layout

This will determine the form layout for the information panel and the form in your records, as it can be displayed as a single column or a double column layout. 

The single-column layout is recommended for those apps where you have a small number of fields.

However, if you have multiple active fields for an app, we recommend switching to the 2 columns layout, as it will divide them into those two columns, giving you better access to all your information.

• • Enable Quick Add

If set to 'Yes' it will display an additional field where you can add custom code for the Quick Add logic. This will allow your team members to easily create new records for other Apps right from the Related List of the record's details. To learn more about how to configure Quick Add please visit the following tutorial:
Quick Add Configuration

4. Generate PDF Template

• • Define the Template to publish your records via PDF.

Here is where you upload the template you will use to enable your team to download records as PDFs. To learn more about PDF Template, please visit the following tutorial:
Publish via PDF Template

5. Sort

Here you can add your default sorting rules for your App. You can add more than one rule if desired. It is a great way to get, for example, a list of contacts sorted by First Name. If some contacts share First Name, then you can add a secondary sort for Last Name. 

And if for some reason, you have multiple contacts with the same full name, then you can add another sorting option to see them in the order they were first created. 

For each rule you add, you can set the sorting order to Ascending or Descending.

6. Search Preferences

Manage the fields used when performing searches in the search bar for each of your Apps. This will give you full control over the search function in FreeAgent as you can add or remove existing fields from this configuration to get the results you need. 

Search Preferences

7. Privacy Preferences in Hazel

Release:  Hazel and above

If you are now on Hazel, you have expanded privacy settings for your App and the records within.  Allowing private records will enable you to flag individual records as "Is Private" to control whether it can be accessed by the team or is confidential to the user.

Allowing Private Records will also enable an App Action button that will allow you toggle between 'Make Private' and 'Make Public' when working with these records.  Records can then be set to be public or private by default.

FreeAgent recommends allowing private records only in Apps when a specific use case applies.  e.g. marking Emails public or private.