Category: Uncategorized

agileBase has for a long time had the ability to mark fields as ‘recommended’ i.e. when a record is displayed, if any recommended field isn’t filled in, a conspicuous red block draws attention to it on the screen. A new feature released today adds a further option to make fields ‘required’. When this is selected, the…

A range of new features have been added to the agileBase calendar recently, to support customers who use the calendar as one of the main mechanisms for data entry. If you’d a demo, please get in touch, but briefly, these are the new capabilities: the ability to choose either month, week or day as the default view when…

Lewis Pies are a fast moving, growing company who wanted to breathe fresh life into their business. Take a look to see how they’re getting on with the agileBase plaform:

Just a note that agileBase’s password strength rules have been updated. If you have a weak password, the next time you log in, you will be asked to change it before continuing to use your applications. If you can’t think of a good password, the website http://correcthorsebatterystaple.net can generate memorable samples made up of random words, such as…

Recently a few customer have started rolling out agileBase for high volume processes, which means we see charts of activity (logins, data views, data edits, report building etc.) like these Company 1 and these Company 2 In total, for an average day, the number of data edits per hour look something like i.e. a sudden rise in…

A common wish, once people have a system flowing with lots of data, is to query it in aggregate. In other words, summarising the data by counting things or totalling up values of items in different categories. Here’s an example, a report of the total value of sales in each stage of a manufacturer’s pipeline. Other…

This month we release two new features that together offer the ability to show exactly which fields a user should see on screen at what time. Take a sales opportunity for example. Maybe when the outcome becomes ‘won’, you’d like to fill in some additional information, like the outcome date, the quote value accepted and…

Happy new year! Here’s a quick roundup of new features added to agileBase last year, a very successful period for product development and new customer acquisition.

When looking at a sales-related data such as leads or opportunities, it’s often useful to see not just the data itself but how it’s changed over time. You want to know which opps. are being actively worked, which haven’t had any activity for some time and what conversations are going on with prospects. Now you can…

Social CRM with the ability to connect you to your entire network of colleagues could leave some people overwhelmed. Users would rather not be inundated with notifications and information that doesn’t apply to them, slowing productivity and hindering adoption. The agileBase team have worked hard with our clients to create a social system that is entirely designed…