Category: Uncategorized

  • Using multiple browser tabs

    Quite often people who’ve been using agileBase for a while find that they’d like to use multiple browser tabs at the same time. For example, to load customer details in one tab and invoice lists in another. This doesn’t usually work unfortunately, due to information being shared between the tabs and the system getting confused about…

  • Test system colour scheme

    Administrators who use our test system can’t fail to notice a bit of a change – the colours have been inverted, meaning whites are black and blues are orange. It may sound a strange change, but the reason is simple – previously it was a bit too easy to confuse the two systems. System administrators…

  • Detailed record histories

    Last August, we released a feature that lets people see the history of any record they’re editing. That’s really useful for audit trail purposes when you want to check the details of when a change was made, or roll back a mistake. However, change log only showed what data was changed to, not what it was…

  • Adding headings to data

    agileBase’s facility to group data under headings has had a bit of an overhaul and improvement. You can now group your data whilst retaining the ability to sort and filter as per any normal view. To turn on grouping, go to the manage tab of a view, click ‘advanced options’ and select ‘style = headings…

  • Importing data

    Until now, importing data into agileBase has been an ‘administrator’ function that required use of the admin interface. However, some customers need to perform imports from spreadsheets as part of their normal working day – for example, doing a weekly import of sales data from partners, to create invoices from, or to import exam marks.…

  • Using your groups (roles) in calculations

    A quick update of some new functionality that may be useful to admins: As you may know, you can use the username of the logged in user in calculations (full details here): https://agilebaseadmin.wordpress.com/making-assigned-to-me-views-and-other-uses-of-your-username/ Now you can similarly use the list of groups the logged in user belongs to. So for example, if you want to…

  • Updates

    November has again been a busy month for developing platform improvements that all customer benefit from. Here’s a quick rundown of the major updates. Charting improvements charts now show numbers on them, useful for printouts or exporting charts can be printed and exported individually it’s now a lot quicker to flip between charts and underlying…

  • Protect your data with two-step authentication

    A lot of customers store business-critical or confidential data in their systems, so protecting access is very important. Today we introduce another tool in the data-protection armoury and we encourage all users to enable it. This facility it two-step authentication, sometimes called ‘two-factor’ authentication. The idea is that data is protected both by something you know…

  • agile:Chilli fires up

    An exciting day – agileBase Ltd has merged with Chilli Consulting and become agile:Chilli. Chilli’s expertise in food manufacturing processes, together with agileBase’s existing food sector customer base allows us to fully utilise the cutting edge agileBase platform to steam ahead in our first vertical market. This is an area of our business set to grow…

  • New feature: quick links

    Last week’s roadmap poll showed clearly that one thing that people would like to do is jump between parts of the system when editing data. For example when editing a contact, jumping to their organisation or address details. So that’s the first thing we’ve implemented. Next to each relation, there’s now an arrow that jumps…