In part 5 we're going to be covering the following topics:

1. Notification Builder
2. Related Lists
3. Webhooks
4. Workspace

Notification Builder

The Notification Builder allows an administrator to create system notifications for any of the existing Apps in the FreeAgent CRM account. Not only that, you can fully customize the message displayed to team members and create role-specific notifications.

User Permissions: Only the team's administrator can create new notifications.

Navigate to Notification Builder

Go to Settings > Advanced > Notifications. 

Create New Notification

To create a New Notification click the 'Add Notification' button.

In order to create new notifications, you will need to add the following information:

1. App

From the dropdown, select the App for which you are creating the notification.

2. Name

Give your notification a name. This name will appear on the Notifications Settings page, for your team members to see.

3. Description

Add a description that helps your team members identify the purpose of the notification.

4. Message Template

This will be the message displayed in the notification bell, once the event occurs. If you want to add the name, Id or other information about the record, type {{ and select the desired option.

5. Roles

By default, the 'All Users' option is added. However, you can select specific roles that should have access to the notification. 

6. Body Template

7. Trigger

There are 3 different triggers available:

After Create - The notification will occur if the conditions are met after a new record on the selected App is created.

After Update - The notification will occur if the conditions are met after a record on the selected App is updated.

On Create or Update - The notification will occur if the conditions are met once a record is created or updated.

8. Conditions

You can specify as many conditions as necessary for your notifications. All of these will need to be met in order for the notification to trigger.

Field - Select the fields that will have an impact on the notification.

This usually includes the field selected under 'On update Fields' when you are expecting a specific value.

Operator - Select from the available options. The operators available will depend on the type of selected field.

Value - Select the value required for the condition to be met. 

The options available will vary according to the field type.

Once you have configured your notification, click the 'Save' button.

Out-Of-The-Box Notifications

There are some really useful Notifications already included for the existing Apps. Here is a list of some of the most popular ones :

Notification Example

Let's use the following use case as an example: Managers would like to receive a notification when a Quote is ready for Approval. 

Since Sales representatives can create quotes and set their status as Approved, or simply update an existing one, for this example you will use the 'On Create or Update' trigger. The rest of the configuration would look something like this:

Related Lists

Related lists are based on reference fields, and they allow you to see and create content for a particular entity in the system.

We know that your business is unique, so some related list items are more important to you than others, and naturally, you want to see those first. With Related lists, you can not only decide the order of items that matter to you the most but also decide if you want them to show there at all!

One of the things that make FreeAgent CRM so visually pleasing to use is the ability to not see a bunch of stuff that doesn’t matter to you.

Creating data relationships in FreeAgent CRM is super easy. When a relationship is created, FreeAgent includes a Preview Card in a Related List that provides quick context into the related record. 

User Permissions: Only the Administrators can use this feature.

Navigate to Related Lists

Navigate to Settings > Apps. From here select your desired app and click on the 'Related List' tab.

Create Related Lists

Click on the 'Add Related List' button. 

This will bring up the 'Add Related List' box.  From here you will be prompted to name your new List.  You will then designate a Reference and a corresponding Reference Field based on your current App.

FreeAgent CRM now offers full control over the creation and management of your Related Lists.  Through the 'Conditions' filter you can customize your Related List to show specific filtered records.  For example, you can now create a 'To Do' list that only shows your incomplete tasks.



You can add any number of conditions to achieve your desired List and modify these settings at any time.  Once ready, click 'Save' to create your new Related List. 

Edit Related Lists

You can edit any related list by hovering your cursor over the '...' next to the name of the list and selecting 'Edit'.

You can rename the Related list by entering a new value in the Name and Singular Name fields. Here you can also create some logic to map fields so that their information will auto-populate when you create a new element.  

Reorder Related Lists

Changing the order of your Related lists is quite easy. Just click the 'Reorder' button. If you would like to reorder related lists that have been deactivated, you will need to activate them first. To do this, click the 'show deactivated' checkbox, activate them, and then click the 'Reorder' button.  This will bring up a window with all the Active Related List elements.  Here you can drag&drop the elements in the desired order. This new order will be available in the Rolodex view as well as the detailed view of your records. 

Deactivate/Activate Related Lists

If you created a Reference field but you don't need to use the Related list, you can deactivate it by selecting it in the Related list configuration of the desired app. Then just click the 'Deactivate' button. 

It will be necessary that you confirm this process before your Related list becomes inactive by clicking on the 'Deactivate' button in the confirmation dialogue box.

To know if a Related list has been deactivated click the 'Show Deactivated' checkbox near the top of the screen. This will show you all the deactivated lists. 

You can then reactivate a list by selecting the options menu and clicking on "Activate".

Workspace

Admins can edit the existing layouts for the detail page of each existing App to create a custom Workspace.

A Workspace can include any of the existing Widgets: Form, Activity Timeline, Related Lists, and Charts, among others.  Refer to our library to see all the out-of-the-box widgets available to you in FreeAgent. Let's get started!

User Permissions: Only Administrators and App Admins can use this feature.

Open your Menu and go to Settings > Apps and select the app you would like to work in. Then click on the 'Edit Workspace' button in the top right corner of the screen.

Edit a Workspace

Step 1 - Add New Panel

Now you will need to customize your Workspace. You can rearrange the existing panels or start adding new ones by clicking the 'Add New Panel' button in the right-hand corner.  Each of these Panels represents the space dedicated on the detail page for the Widget you will select as part of the Next Step.

You can rearrange the Panels in your Workspace by dragging and dropping them at the desired location as there are three different layout options, split-screen, tabs, or a combination of both. You also have the option to resize each Panel to create the perfect layout.

Note: to drag the panels you need to click and hold on the title of the panel you would like to move. 

Step 2 - Add a Widget

Once you have added a new panel you will need to select a Widget. The required information will vary according to the Widget type you select. 

For the full list of Widgets, you can add to your panels, refer to our: Widget Library

Step 3 - Save

Once you have added all the widgets you need to your Workspace don't forget to save your changes. If you don't want to keep the changes made to the Workspace simply exit the page by navigating to any other FreeAgent page. If you see the 'Unsaved Changes' warning, click on 'Don't Save'.

Once you have clicked 'Save' the changes made to your Workspace will be available to you and your team right away.