The newest features of FreeAgent CRM allow added customization on how and where you manage the information that's most relevant to you.
- Admins now have more control over the creation and management of Related Lists. Setup Reference Fields and specify your exact conditions to easily manage your custom Lists. Learn more here.
- Admins can now configure Reference Fields at the App level to show custom Cards within a dropdown window, providing desired information at-a-glance. Learn more here.
- Apps now support multiple document templates through the new 'Document Templates' menu. In addition to PDF generation, FreeAgent CRM now supports DOC, HTML, RTF, TXT and ODT. PDF generation now happens through a convenient App Action button. Learn more here.