At FreeAgent, we’ve been working hard to deliver new enhancements to help you crush your goals in 2023!
To make sure your up-to-date with all the latest FreeAgent features, check out our previous updates below ⬇️
Duplicate widgets on Dashboards, Dashlets
'Add' for Reference Multi-Select Fields
Now admins can integrate Docusign and FreeAgent in just a few minutes. Navigate to Integrations under Admin Settings and click Docusign to begin setup.
Send quotes, orders, or other documents for signature without any manual work. Includes support for ‘cc’ and counter-signature too. Automatically updates stage when you’ve sent a document for signature, and auto-updates it again when it’s signed. The integration will even attach a link to the signed document for your team’s reference.
New Action Toolbar for App Views
Team Calendar for Admins
Block Duplicates More Easily
Now admins can define multiple unique fields to block duplicates from being created for any app – Contact, Account, etc. Unique fields are enforced across all input modes from manually entry to Automations or even API calls.
Easier Import for Records with Reference Fields
Automation Builder - Create Record can Update too!
Now admins can configure the Create Record automation action to update if a duplicate is found. No code needed!
Automation Builder - Create Record now supported for Webhooks
Now admins can integrate webforms in minutes by triggering a Create Record action from any webhook call. The payload for any webhook is available to inspect in FreeAgent under Jobs/Webhook Executions via the Webhook Input field. For example:
Easier to use Choice List Choices in Custom Code
Group Apps on Menus
Admins can access this new capability by navigating to Menus under the Advanced settings area.
Now admins can setup and maintains forms more easily using the new Form Builder. See the changes you make as you make them. Find fields faster & finish form layout changes faster.
Restrict Login Options, 2FA Support
Now admins can control which login methods are activated for their teams. In addition, FreeAgent now supports 2-factor authentication for direct login, ensuring that accounts are protected. Set authentication options from the Company Settings page.
Lead the way to a better workday with FreeAgent
FreeAgent CRM is designed for today’s world of work and our robust toolset is ideally suited to supporting the varied work processes of modern businesses. FreeAgent is:
- Easy to use: FreeAgent works like you expect modern apps to work, providing a user experience that feels fresh and familiar. Teams love working in FreeAgent, leading to high adoption and greater ROI.
- User-configurable: FreeAgent can be configured by you to work the way you do. This means you don’t need outside support to add a form field, adjust a CRM automated workflow, or try out a new process.
- Customizable: With FreeAgent, apps, forms, and configurations are all completely customizable, allowing you to capture and connect your data in any way you like.
To see FreeAgent in action, get a demo, and discover for yourself how FreeAgent can help you have workdays full of impact.