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 😉
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.
Today Multiple Dashboards Update goes live for everyone🎉.
Before we dive in, check out this amazing tool.
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 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:
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.
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 😀.
Today we are announcing a New Era of Time Tracking in Agiled🎊. We have totally revamped our time tracking experience to make tracking time a breeze.
This update includes:
In the above video, I gave a quick walkthrough of our new Time Tracking experience.
Please note that the same Time Tracking experience is available for your teammates on the member side as well.
As you know we released our QuickBooks Integration a while ago. It supports two way sync to keep your financial information between Agiled and QuickBooks in Sync ✨
Using this Integration, you can send the following data to QuickBooks from Agiled automatically in Real Time:
This sync is automatic and every time an Invoice, Estimate or Payment is created in Agiled, it is synced automatically to QuickBooks (Invoices and Estimates are not synced unless they are sent to clients.).
You can also sync the following data from QuickBooks:
This import of data from QuickBooks is manual and you will have to manually sync your data by visiting QuickBooks Integration page. Records that are already available in Agiled are ignored to avoid duplication.
For more details, please watch the video above where I gave a complete demo on How to Use Agiled's QuickBooks Integration like a Pro 💪