Agiled Change Log

   
New feature
06 November 2021

Update Alert 🚨: A Huge UX Improvement 💪🏼


 We were getting reports about a major UX problem by many users i-e while choosing clients to create invoices, projects etc., the drop-down list was only showing the First Name of the clients. 

 It was creating a real confusion when multiple clients had the same First Name. 

 Our team sorted this out on a priority basis 💪🏼. 

 Now the list shows First Name, Last Name, and Account name if any. 

 Here is the format [First Name] [Last Name] ( [Account Name] ) 

 Example: Bill Gates (Microsoft) 

 This has been updated in all the tables as well as lists to avoid any type of confusion and problems 😎. 

 We hope that this will make managing business in Agiled Super Easy for you 😍.  

Announcement
06 November 2021

Everything about Wikis in Agiled 😍.💡



 Recently we released our Pages update in beta and we have been getting amazing feedback on it ❤.

 We are working on a lot of updates based on the feedback.

 To get you started and to get the most out of it, we are creating detailed How-To videos 💪🏼. 

 This is part 1 of our Pages Email Series, where we will show you how Wikis work. 

 Please let us know how we can make this video series more helpful for you 🙌. 

 If you have ideas about video topics related to Wikis and Custom Pages, let us know by replying to this email. 

 Also, keep an eye out as we will be releasing video series on each and every feature of Agiled 🥳. 

New feature
06 November 2021

Invite Multiple Clients To a Project 😍⚡


I am back with yet another exciting and important update. 

I will make it quick. 

As of today, you can add multiple Clients from the same Account to a project. 

This new feature will be really helpful when you are working with multiple clients from the same company. 

To add multiple clients to a project, go to the members' tab of the project and select the clients you want to add to the project under Add Contacts section. 

Please note that this option will only be available for the projects where primary client belongs to an Account.

Let me know what you think about this update 😉

New feature
06 November 2021

Get More Productive With These Task Management Updates 📑



 I am super pumped🤩 to share some exciting updates in Task Management in Agiled. 

 You can now add Labels, add Sub Tasks, add Comments, Change Assignee, upload files in tasks and send reminders for tasks. 

 You can create as many labels as you want and add them to your tasks. Similarly, you can add as many sub-tasks as you want and mark them complete with a simple click. 

 You can watch the above video for further details on these improvements. 

 These improvements will make you more productive and help you organise your tasks. 

 I hope you like these updates, and we look forward to your feedback on these updates. 

New feature
3 years ago

Introducing CRM & Finance Dashboards


 Today Multiple Dashboards Update goes live for everyone🎉. 

 Before we dive in, check out this amazing tool

CRM Dashboard:

CRM Dashboard gives you a bird's eye view of your contacts and deals. 

It comes with valuable and actionable insights about your deals. 

You can find our all new CRM dashboard by going to CRM -> Dashboard

Finance Dashboard:


Finance Dashboard gives you a quick overview of Financial Standing of your business. 

Here you can see your Account Receivables, Revenue, Income vs Expense comparisons, and much more.

You can find your Finance Dashboard by going to Finance -> Dashboard.

If you can't find dashboards in your account, let us know so we can update your account.

I hope you like this update. We will be adding dashboards for other sections as well.