Agilebase platform blog: recent updates

A bit of a techie update this week for SQL gurus – it’s all about SQL joins. As an agileBase user you don’t have to worry about these and even as an administrator you don’t usually since they’re all taken care of behind the scenes. As an administrator, every time you create a view that…

A new set of keyboard shortcuts is now available in agileBase. These are useful for people doing lots of data entry who need a particularly quick way of doing things, for example telesales staff taking an order over the phone, or just for people who like keyboard navigation. Note, wherever ctrl is used on Windows, cmd…

We’ve had email integration in agileBase for a while, i.e. if you’re emailing a customer (or supplier or anyone else), you can ‘cc’ a special email address such as for example contacts@companyname.agilebase.co.uk and the system will attach the email to the contact record in the system matching the email address you sent it to. Released…

Integrating social media into our CRM system seemed an obvious and necessary feature for forward thinking and fast evolving organisations, such as our clients. If you include a Twitter handle or LinkedIn URL within any text field on your agileBase CRM, the system instantly recognises it, includes the link and pulls the data in, allowing…

Recently we’ve been dealing with lots of customers who want to import data from legacy systems. There are lots of ways to import, the most often used being from spreadsheets. agileBase’s import routines allow spreadsheet data to be inserted into the database as new records, or merged into existing records (where there’s a unique identifier…

A quick update about what’s new in agileBase so far this month. Checking the development log, I see that 29 items have been ticked off and released so far. The most recent is an update to the look and feel of the calendar, which is now a lot more clear and colourful, as well as…

Here’s a great example of how you can use agileBase CRM to utilise your records by turning them into visual aids, making them more productive and efficient; for you, your staff and customers. In the example below, a customer of ours has collated training records and opportunities against staff details and departments. This enables them…

A quick note about secure browser connections to agileBase: You may have seen mention of a security vulnerability on the web that affects ‘SSL’ encrypted data transfers, which is a standard encryption mechanism that all secure websites and apps use, including agileBase. If not, here’s a news article describing the issue: http://www.forbes.com/sites/jameslyne/2014/10/15/poodle-security-vulnerability-breaks-sslv3-secure-browsing/ The good news for…

Responding and adapting to the needs of our clients and co-workers whilst taking the opportunity to brighten up our interface, we’re welcoming a new agileBase feature to our platform. This new “traffic light” feature will allow you to visually mark records with a custom colour for your attention, based entirely on tailored criteria that you specify.…

The next set of features to be developed into the agileBase platform are all to do with notifications. In some ways a disparate set of functions, they nevertheless all work towards the goal of making communications between different people in the business more effective. Laid out separately, these are Comment linksThis feature has actually already…