FreeAgent Banyan

Overview

• FreeAgent Banyan
• Banyan Video Tutorials
• Next Steps are Now TASKS!
• FreeAgent Banyan: The Story Behind the Name

Major Features

• Introducing Applets
• Tasks
• Mobile App

Apps

• New Custom App Colors
• App Actions for Cards
• Define a Primary Action on Cards
• Hide or Show Form Sections
• See Calculated Fields While Editing a Record
• Quick Add!

New Field Types

• New ‘Boolean’ Field Type
• New ‘Color’ Field Type
• New ‘Duration’ Field Type
• New ‘Email List’ Field Type
• New ‘Schedule’ Field Type
• Custom Colors & Icons for Choice Lists

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Views - Reporting Improvements

• Composite Sort
• Dynamic Filters!
• New Calendar View
• Total your List Columns
• Show Total on Chart and Board views
• See List with Charts

Usability

• Access Related List from Cards
• Better Error Messages on Forms
• New Personal Homepage
• New Apps Page
• Print to PDF!
• Quick Link to Related Records!

Other Setup

• Card Configuration Enhancements
• Scheduled Automations
• Set Dependent Fields via Form Rules
• Trigger Automations Based on Datetime Fields

New Integrations

• Support for OpenCTI
• RingCentral Reference Implementation