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Today we can announce a new integration with the www.getaddress.io service, a simple way of finding postal addresses in the UK. If you’re filling in addresses for customers, suppliers, members or any other contacts, this speeds up the process so you only have to type the postcode, press ‘search’ then click one of the addresses…

Here’s an update which builds on the update from a couple of days ago about automatically generating documents, e.g. invoices, certificates or event brochures/flyers. Once your system is generating documents automatically, you can set it up to email those out to people as attachments, also automatically without any user input. That’s great if you’re processing…

Following on from last week’s new feature – generating PDF documents with the click of a button, this week’s update removes the need for the button click, generating documents automatically based on criteria you specify. For example, if your system tracks exam marks, you may wish to automatically generate a certificate whenever someone passes. Another more…

For anyone who wants to generate invoices, information sheets, or any other documents from the system, there’s now a new way to do it with just the press of a button. It uses exactly the same templating system as for printouts.  So you can take a template created to make a printout and have it generate…

With an increasing number of comments and messages being sent in the system, we’ve added a new feature to agileBase – triggered personal notifications. These are great for keeping staff informed of relevant conversations in a timely way whilst not bombarding them with ‘background’ messages or forcing them to use emails. Background messages can still…

Using a text field option, it’s possible to assign system users to records, so for example if you have a ‘todo’ list, items can be parcelled out to individual people. There’s now an easy way of creating a view that filters based on the currently logged in user, a ‘my items’ view if you like. The…

agileBase now allows you to join two views together, to include all the data from both in one list. One example of this would be if you have a calendar view e.g. appointments for a user, and you want to include events from a separate table such as holidays. The SQL ‘UNION ALL’ feature is…

To go with our tutorial on setting up a Google calendar synchronisation, here’s one on setting up the system to send out email alerts when certain criteria are reached. Examples may be a new lead has been assigned to a salesperson, a person’s training is coming up for renewal or a purchase order has gone…

When people want to synchronise events to their Google calendars, we usually use the third party http://www.zapier.com who we have a built in integration with. They have a great service which allows you to push data to hundreds of other cloud apps, including Google calendars. The only downside is that it’s a one-time sync only:…

One of the email integration capabilities of agileBase allows you to attach incoming emails to records, for example contacts or opportunities. When you forward an email to agileBase, the system looks up the corresponding record to attach it to by searching on the email address of the original sender. A problem occurs when the sender’s email…