Administrators now have the ability to upload custom icons into FreeAgent CRM. This simple but powerful feature will help tailor the visual navigation experience to better reflect your organization.
User Permissions: Only Administrators and App Admins can use this feature.
Release: Hazel and above.
In this tutorial we will cover the following topics:
Upload a Custom Icon
Navigate to Admin Settings > Apps Setup > App you wish to set a custom icon for. Now you'll see an 'Icons' page. Select this page and click on the 'Add Custom Icon' button in the upper right-hand corner.
In this window you'll choose a name for your icon. Add tags to your icon, multiple can be selected. These fields will also serve as the search preferences when locating an icon in an 'Icon Field.'
In the 'File' field you will be able to choose and upload the icon of your choosing. Click the trash icon to clear the file selection if you need to pick a different icon file. Click 'Save' to create your custom icon. For examples of icon files you can upload refer to repositories such as icons8.
Note: FreeAgent CRM supports PNG and IMG file formats, but is optimized to work best with SVG files.
On successful upload you will see your icon in the 'Icon' and 'File' columns of your Icons window. Once uploaded this custom icon will be incorporated into your icon library alongside the selection of system icons.
Set Custom Icon
Within Admin Settings, navigate to the App Configuration menu of your chosen App. There you will click into the 'Search Icons' field. A list of all available system icons will appear. Your newly uploaded icon will appear first in this list. You can also search for an icon based on the name and description you chose.
Choose your icon, click 'Save.' Now your custom App icon will be featured in all menus and windows where your App appears.
Note: For this example we set up a custom App icon. However, this process will apply anytime anytime there is a 'Search Icons' field e.g. when creating or editing Boolean fields and App Actions. All custom icons will be available for selection.