Cards in FreeAgent CRM have gone to several improvements over time and they just keep getting better.
From the time when you could only select 6 different fields to show in your Cards, to the time where Cards got a complete makeover allowing you to see more information and even include thumbnails, Cards are only getting better. Here is what's new with Cards:
1. Primary Actions on a Card.
You will be able to select 1 App Action and include it in your Cards. This App Action is completely clickable which means, you can perform said action just by clicking on it right there on the Card. Do you want to have a quick way to mark your Tasks as complete? Add the Mark as Complete App Action to your card as a Primary Action and you will be able to do just that!
2. Perform actions from the in-card menu.
Thanks to the 3 vertical dots in the Card, you can perform actions like Edit or Delete, without having to navigate to the specific record, this means that you can edit an Opportunity right from the Card, without having to go to the Detail view. This also includes custom App Actions.
3. Same space, more information.
Now your cards can include additional information such as the App icon, tasks, ID, without taking any additional space.
