FreeAgent CRM Help Center home page
Submit a request
Sign in
  1. FreeAgent CRM
  2. FreeAgent Banyan

FreeAgent Banyan

FreeAgent Banyan is the 4th major release of FreeAgent CRM. Discover the latest innovations here.

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
See all 9 articles

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
FreeAgent CRM