User's guide
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User's guide

Contents

  • First steps
    • Change password
    • Regional settings
    • Email settings
    • System Email
    • Company details
    • Options bar in records
    • Mobile app setup
  • Data listing
    • Table
    • Vcard
    • Profile
    • Gantt
    • Calendar
    • Kanban
    • Change between listing interfaces?
  • Data Filtering
    • Quick search
    • Advanced search
    • Default filter
    • Adding filter options
  • Data Operations
    • Add record
    • Edit record
    • Copy record
    • Delete record
    • View record
    • Add Notes
    • Mass update
    • View History
  • Custom Reports
    • Personalized Layouts
    • SQL Reports
    • SQL Functions
  • Business Intelligence
    • Supported chart types
    • Create a new chart
    • Dashboard visualization
    • Conditional formatting
    • Source data limitations
    • Pivot tables
  • Security
    • Privilege groups
    • Create a privilege group
    • User access
    • Create a user
    • Delegation rights
    • Deactivate user account
    • Two factor authentication
    • Encryption
    • IP Address restriction
    • GDPR
    • Row-level permissions
    • Organisational structure
  • Import & Export
  • Document Templates
    • Template processing engine
    • Accessing Templates
    • Editing Templates
    • Editing Template Contents
    • Template Processor Features
    • Showing Available Variables
    • Math functions
    • Special operations
    • Using Variables
    • Translating keywords
    • Creating tables with values
    • Table with Automatic layout
    • Table with Custom Columns
    • Conditional Evaluation
    • Displaying HTML code
    • Other Functions
    • Importing Templates
    • Date Formatting
    • Printing Statuses
  • Integrations
    • Microsoft Azure
    • Google
    • GitLab
    • Revolut
    • Google Maps
    • SMS
    • BNB
    • Authenticator
    • ICS Icalendar
    • GPS Tracking - FrotCom
    • EvroTrust
  • Work Flow
  • Development
    • JavaScript
    • SQL Views
    • PlPgSQL
  • Email client
  • Notifications
  • API
  • Digital Signature
  • Scheduled Task
  • Support Requests
  • Minimal requirements
  • Widgets
    • Shortcuts
    • Recently used
    • Approval Requests
    • Calendar
    • Interactive Data Report
  • Automated tasks
    • SendReminderOverEmail
    • SendReminderOverEmail_Alt
    • SendReminderOverEmailWithPDF
  • Notification Definitions
/ User guide /