Please enjoy these 1-2 minute video tutorials for some of FreeAgent Banyan’s new capabilities!
Navigation and UI Changes
- Set Custom App Colors
- Quick Add from Related Lists
- Quick Link to Related Records!
- New App "Browse" Page
- See Calculated Field Values While Editing a Record
- Better Error Messages
New Reporting Features
Setup Improvements
- New Field Type - Boolean Field
- New Field Type - Color Field
- New Field Type - Duration Field
- New Field Type - Email List Field
- Enhancement! - Custom Color & Icons for Choice Lists and Stage Fields
- Enhancement! - Lock After Create for all Field Types
- New Field Type - Record Reference Field Type
- Set Dependent Fields via Form Rules
- Primary Actions on Cards
- Form Rules for Form Sections