Agiled Change Log
New feature
Jan 25, 2023

Introducing Bulk Expenses 🚀

Agiled just got a whole lot cooler with the introduction of our new Bulk Expense Feature!

This feature is going to change the game when it comes to managing expenses.

Here's how you can access the feature:

  • Go to the expenses section
  • Click on Add Expense
  • Go to the Multiple tab
  • Add your expenses info
  • Click save. 

With this feature, you can add multiple expenses at once, making it easier for you to keep track of all your expenses.

It's perfect for when you have a lot of expenses to add at once or when you're in a rush.

Jan 24, 2023

Invoicing Experience got a lot better 🥳

We are super excited to announce that we have updated our Invoices and Estimates creation experience to make it even easier for you to create and send invoices and estimates.

With this update, you no longer have to click on the "choose from products" button to select a product. We have completely removed it and will now automatically suggest products to you when you try to add a line item. 🚀

In addition to this, we have also made improvements to the user interface, removing extra buttons and clicks to make the experience even smoother for you.🛠️

We are constantly working on improving Agiled, and we hope this update will make your experience with invoices and estimates efficient and enjoyable.

New feature
Jan 17, 2023

Introducing Form Cloning

We are super excited to announce another update to Agiled that will make creating new forms as easy as copying and pasting (but way cooler).

With this update, you can now clone forms with just a few clicks, making it easy to create new forms without starting from scratch 🚀

We've also added a Form Lock Feature, which ensures that your form becomes read-only once you've received a submission. This means that you can be sure that your forms are safe from accidental edits and loss of submissions. 

To clone a form, 

  1. Go to CRM > Forms.
  2. Click the 3 dots menu for the forms you want to clone and click Clone. 
  3. Your new form will be created instantly with “- Copy” appended to the title.

We hope these updates will make your Agiled experience smoother and more efficient. 

Jan 12, 2023

Another Upgrade to Finance Section 🚀

With this update, you will now be able to assign invoices and estimates to specific sales agents. 

This will allow for more efficient tracking of sales and better management of financial operations. Each sales agent will only have access to invoices and estimates that are relevant to their specific sales efforts and assigned to them.

In addition, your team members can now create their own invoices and estimates, giving them more ownership and control over their sales. This will empower them to manage their sales more effectively, streamlining the entire process 🤩

Previously, in order to access invoices, team members had to have the "View Invoices" permission turned on, which granted them access to all invoices in the system. However, with this update, if the "View Invoices" and "View Estimates" permissions are turned off for a team member, they will only be able to view invoices and estimates that are assigned to them or that they are the owner of. If these permissions are turned on, they will have access to all invoices and estimates in the account. 

This new feature allows for more control over the financial aspect of your business, helping you keep track of your team's sales and financial operations.

You can assign the invoice or estimate to a sales agent from the settings panel on the right when creating/editing an invoice or estimate. 

Jan 10, 2023

Improved Estimate Approval Process

Previously, when an estimate was accepted, the invoice would be shown to the client immediately for payment. We heard feedback from many of you that this caused confusion and was not the most efficient workflow for the estimate approval process.

We've listened to your concerns and made a change to give you more control over when invoices are shown to clients 🤩

When you create or edit an estimate, you will now find a new checkbox that allows you to choose whether you want to show the invoice to the client immediately or later. 

This will give you more flexibility and streamline the approval process 🎉

Also, when an invoice is generated from an estimate, all the information from the estimate, including your branding and theme color, will be synced to the invoice automatically.

Dec 28, 2022

Financial Docs Made Consistent

As of now, all three types of financial documents - invoices, estimates, and subscriptions - use the template chosen in the finance settings for PDFs and Public Views instead of the default template/view. This means that you can maintain consistent branding and presentation across all of your financial communications, which can help improve your business's professionalism and clarity.

Not only will this make it easier for your customers to understand and trust your business, but it will also simplify the process of managing your finances. 

No more worrying about conflicting branding - everything is streamlined and cohesive with this update. To check it out, 

  • Go to Finance > Estimates.
  • Click the 3 dots menu for any estimate.
  • Click View as Client.

You can do the same for Subscriptions.

Dec 22, 2022

Currency Format Applied Everywhere

I am thrilled to announce a major improvement to Agiled that has been a long time coming: all amounts are now formatted based on your chosen currency or locale! Our team has worked hard to make this feature a reality, and we are excited to finally make it live today.

This means that if you are using USD, the amounts will be displayed in the standard USD format (e.g. $1,000.00). If you are using Euro, the amounts will be displayed in the standard Euro format (e.g., €1.000,00). This change applies to all View/PDFs in Agiled.

Please note that you will still need to use a simple numeric format without any symbols when inputting amounts. For example, if you are entering an amount of $1,000.00, you would enter 1000 rather than $1,000.00 or 1,000.00.

Dec 16, 2022

Improved CRM Import 🥳

We have some fantastic news to share with you! We have just made a major improvement to the Contacts and Accounts Import feature that will make your life so much easier 🤩

From now on, you can assign contacts and accounts to sales agents using their email. No more searching for IDs using our API - just add the sales agent's email to the CSV and map it to the "Sales Agent Email" field. We'll take care of the rest and make sure the contact or account is assigned to the correct sales agent.

Importing your contacts and accounts is now a breeze. Simply follow these steps:

  1. To import contacts, go to CRM > Contacts. Click on the 3 dots menu in the top right corner and select "Import".

  2. Download the sample file and add your data. Follow the instructions on the screen to ensure your file is properly formatted.

  3. Once your file is ready for import, upload it and click "Next".

  4. Map the right columns, and you're done!

To import accounts, follow the same steps but go to CRM > Accounts instead.

All dates should be entered in standard US format (mm/dd/yyyy).

We hope this update will make your experience with Agiled even more efficient and user-friendly.

New feature
Dec 12, 2022

Introducing Task Import Feature 🚀

It’s a game-changer if you have a lot of tasks to add to your account. Instead of manually adding each task individually, you can upload a CSV file with all your tasks, and they will be added to your Agiled account in bulk.

To use the Task Import feature, 

  1. Go to Productivity > Projects
  2. Select a Project.
  3. Go to Tasks Tab
  4. Click on the 3 dots menu in the top right corner and click Import Tasks. 
  5. Then follow the on-screen instructions to upload, map, and import your CSV file. Your tasks will be added in no time!

You can assign the imported tasks to your teammates directly. Just add their email to CSV under the "assignee_email" header and map it to the Assignee Email. You can also map the Status/Taskboard Column by adding the title of the Taskboard Column to CSV under the "status" header and mapping it to Status. 

Please note that orphan tasks cannot be imported. The Import Task option is available only under projects. 

Dec 07, 2022

Navigation Changes

We recently have made some major changes to the Agiled's navigation.

You might be facing trouble finding items throughout Agiled, so we wanted to write this email to explain all the changes made.

Changes in Left Navigation:

1. Forms and Tickets have been moved under CRM.
2. Projects, Tasks, Timer Tracker, and Events are moved under Productivity.
3. Proposals and Contracts are moved under Documents.
4. Automate, Wikis, Announcements, Products, Files, Chat, and Reports are moved under Essentials.
5. Billing is moved to the dropdown in the top right corner under your Profile Pic/Avatar.
6. Settings are moved to the dropdown in the top right corner under your Profile Pic/Avatar.

Other Changes

1. Flows and Workflows can be accessed from Automations Page. (Essentials > Automate)
2. Custom Pages can be accessed from Wikis Page. (Essentials > Wikis)
3. Timesheet can be accessed from Time Tracker Page. (Productivity > Time Tracker)
4. Appointments and Appointments Types are renamed to Events and Event Types.
5. Events Calendar can be accessed from the Events Page. (Productivity > Events)
6. Taskboard and Task Calendar can be accessed from Tasks Page. (Productivity > Tasks)