This year has seen some great additions to the FreeAgent CRM platform. The forthcoming year will see us continue working to help you work better. The new features in our latest release boast quick ways to further optimize your current FreeAgent experience. Let's take a look at these features and how you can start implementing them today.
- Form Scripts are a brand new way to manage all the Form Rules within an App with a single script of custom code. Minimize steps, save time and handle complex Rules and Actions with this elegant new feature. This is a low-code environment that is easy to set up and maintain. Form Scripts
Note: Form Rules will continue to function normally as the Form Script feature is introduced. You will be able to decide when and where to upgrade them into Form Scripts.
- Admins can now make data entry for Apps with Lines way faster. Edit a Line directly within an App for real time results with 'Inline' mode. Lines can be added in tabular fashion, with quick links to add rows and even duplicate existing lines. Lines
Your organization's date format preferences are now used not only for displaying dates and date-times but also for data entry. Admins can set preferred date format for dates and date-times on the Company Profile page. Date Time Preferences
- Now you can quickly create and edit records on an an-hoc basis directly from a Reference Field. Whenever your Reference Field appears, so do your preferred record management abilities. Reference Fields
- Admins can now utilize new triggers to configure Automations in fewer and more efficient steps. Check out the triggers for Before/Create Update and After/Create Update: Automations