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. 

 Today is a big day in history as your Agiled account got a big upgrade today😁.

 We have totally revamped the way you import data in Agiled.

 Here is the list of the updates:

• Easy field mapping with the new UI.
• Ability to import Accounts while importing Contacts (No more double work)
• You don't need to pass Account Id's anymore. Just add Account name and you are done. 
• Import and Map address fields. 
• Improved expense import.
• Improved payments import. 

 We knew it wasn't very easy to import and map data before. So, based on your feedback, we have completely revamped our import features. 

 We are not done, yet 😉

 We will keep improving it further to make it even easier based on your feedback ❤. 

Say hello to our brand-new update to the CRM that is filters and tags. You can now tag your Contacts and Accounts to categorize them and then quickly search for them using filters.

Default CRM view has also been updated. It now shows tags as well as upcoming follow-ups (in case of leads)

You can use the newly added filters to search your Contacts and Accounts by dates, tags and roles etc. 

 This will make Agiled's CRM even more easy to use and useful for you 🥳.

User Experience is one of our utmost priority and we will keep improving it day by day whether it's a small or big change.

 Now you can change the Tax Term on Invoices and Estimates. Previously it was just VAT, but most of you wanted to use a different term like GST etc. 

 This update gives you the ability to change the Tax Term to anything you want. 

 To change the Tax Term, please go to Settings -> Finance Settings and scroll down to Tax Term. 

 Let us know what you think about this update 💪🏼.

Were you missing Kanban Boards per Project? 

If yes, here is the good news. We are making Project Kanban Boards live for everyone today. All projects you create from now on will have their dedicated Kanban Boards. 

Now you can manage and create multiple lists for each project and move tasks in between them. This will make project and work management much easier for you. 

I hope you like this update 😀.