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Frequently Asked Questions

  1. How can I quickly search for a record?

    Searching for records on the list is possible thanks to sorting and filtering functions, which have been described in detail here. The fastest way to find a record is to use the filter by name.

  2. I want to export a file with only selected records from the list, how do I do that?

    To export a file with selected records from the list, mark the entries you are interested in (in the first column) before clicking the “Export” button. Then, use the “Selected rows” option from the “Export” button’s dropdown list. The exported file will contain only the records you have selected.

  3. Can I copy an existing record, changing only part of the data?

    In the system, you can copy using the “Copy” button only those records that involve the cyclicity of events. For records outside the modules listed below, copying consists of creating a new entry with the same name, and the system may suggest duplicates for verification. You can read more about this here.

    Modules that allow for quick copying of records include, among others:

    1. CRM -> Meetings, Phones, Tasks (changing the date for the entered event).
    2. Equipment -> List (the same product names can be given a different serial number).
    3. Warehouse -> Purchases, Inventories (changing the date for reordering and stocktaking).
  4. Why can’t I delete a record from the list?

    Records cannot be removed from the system if there is at least one association, e.g., you cannot delete equipment for which there is an equipment rental by an employee.

  5. How does detailed filtering of records on the list differ from quick search?

    In detailed filtering, you can specify and refine specific criteria according to which the list is filtered. Quick search only allows you to find an entry by name, where the scope will be limited and less detailed than during detailed searching.

  6. What is the difference between the “List” button and the “Back” button. Aren’t they the same?

Both buttons serve different functions in the system.

The “List” button takes the user from the currently viewed record back to the list of records in the given system module. For example, if you are in the details of a given contact, pressing this button will return you to the list of all contacts in the CRM module.

The “Back” button works on the principle of the internet browser history, moving the user from the current record back to the previously viewed record, regardless of the module. It’s like going back a step in the browser history, where you return to the previous page or record.

  1. Can a deleted record be recovered?

    Deleted records can be easily restored to the original lists from which they were removed. The procedure for restoring deleted records is described in detail here.

  2. How to remove several records from the list at the same time?

    Deleting several records at once from the list is done using the batch method, described in detail here. The system allows you to delete records located on one subpage of the system.

  3. Where are the records marked as “Favorites” displayed?

    A collective list of all favorite records is generated automatically and remains accessible after clicking the star icon on the top bar, and then “Favorites”.

    A record marked as “Favorite” on the list has an active toggle in the column of the same name. The list of records can be filtered to display only favorites by clicking the arrow next to the filter button, and then selecting “Display only favorites”.

  4. Can records on the list be sorted in alphabetical order?

    The list of records can be sorted at will, using the methods described here. Entries on the list can be sorted alphabetically from A to Z (ascending) or from Z to A (descending), using the appropriate arrow in the column of the chosen name.

  5. I want to display on the list only those company or contact records that belong to the same group, how do I do that?

Records of the same group can be displayed on the list by using the filter function of columns by associations. Simply select the target group from the dropdown list using the "funnel" icon next to the appropriate column name or in detailed filtering.
12. **What is the difference between selecting "Cancel" and "All" on the record filtering list?**
"Cancel" on the dropdown list removes the last used filter and restores the default settings. If the default settings do not display all records, you should select the "All" option to see all records.
13. **Why, after entering and searching for records on the list with the so-called detailed filter, can't I return to the original list of records?**
Returning to the original list of records will be possible after removing all marked filters during the search. To cancel a detailed filter, click the "Undo changes" button above the search table, next to the "Search" button.
14. **What additional elements are available in the "More" tab next to other tabs of the displayed record?**
The "More" tab allows you to expand the full list of available functions related to the displayed record. The number of tabs may vary depending on the type of record.
15. **What is the purpose of the ID number visible in the record preview?**
The ID number assigned to a record on the list is used for the unique identification of that record in the database system. It is a unique identifier that allows for quick and precise location of a specific record among others. Just enter the assigned ID number in the detailed search form, and the system will locate and display that record.
16. **Can every user create, edit, and delete records in the system?**
Assigning permissions to system users is the task of the administrator, who, depending on the roles performed, defines the scopes and system competencies for individual users. This means that not every system user must have all possible system options.
17. **Why can't I see a tab named "History"?**
Make sure you have the appropriate permissions to access the history of records. The administrator can assign access to the history of records to selected users.
  1. How to check the total number of records contained in the selected module on the list?

    In the lower left part of the screen, just below the displayed table of records, there is information about the total number of all records. This number includes all entries on the given list according to the set filter and permissions of the currently logged-in user. To check the total amount, the administrator must display all records and read this amount.

  2. How to add an employee’s private email address to their user account in the system?

    Remember that only an administrator can configure a user account in the system. The email address entered in the user profile is used to register an account at System information and messages are sent to the provided user’s email address, accessible only to the owner of the email. In their contact, you can additionally enter other email addresses.

  3. Will messages sent using the email available on an external server be visible on the “Email Queue” module list?

    Yes, all messages passing through the email mailbox, which has been configured to the system, will be visible on the list of the “Email Queue” module. Remember that the configuration of the email is intended only for reading and archiving delivered messages. Replying to incoming messages and creating new ones is done through an email program (e.g., Outlook, Thunderbird) or the website of the email provider.

  4. How to recognize that a message has been archived?

    An archived message in the “Email attached to” column has information about the place to which it has been moved. Emails without this designation have not yet been archived.

  5. Where can I download the parameters for configuring email programs?

Parameters for configuring mail programs depend on the mail service provider (e.g., Gmail, Yahoo, Outlook) and the mail protocol used (e.g., IMAP, POP3). You must visit the mail provider’s website and find the section on configuring your mail account. Usually, the necessary information is provided there, such as incoming and outgoing mail servers, ports, protocols, etc. However, remember that the exact parameters may vary depending on the region, and providers sometimes make changes. Therefore, it is always good to check the latest information on the mail provider’s website.

  1. How many users in the system can use one email box?

    There is no limit to the number of users that can use a single email box.

  2. What does the red and blue circle next to the email box icon in the administrative panel at the top of the screen mean?

    The graphic markers next to the email icon on the top administrative panel change depending on the status of email messages.

    The red circle indicates the number of unread messages on the server received in the last 30 days.

    The blue circle indicates new messages detected within the last five minutes on the mail server, including incoming and outgoing messages (excluding messages belonging to groups named “Skip folders”).

  3. Are archived messages automatically deleted by the system from the inbox?

    Archiving email messages in copies the message to the system without affecting the mailbox - in summary, the message remains on the mail server in the same state as before.

  4. How many times can I archive the same message?

    The system allows for an unlimited number of archives for a single message. When deciding where to move it, always check to which records the message has already been moved. This information can be found in the “Email attached to” column. Archived messages remain visible in the “Email → Queue” module for 30 days from the date of sending/receiving the email. During this period, they can be archived for the first time. An archived email can be attached to other records at a later date.

  5. How can I create a new record in the list?

    Creating and deleting records in the list is consistent throughout the system. To add new records to the list, use the “New” button, located in the upper right corner of the screen.

  6. How to remove the recently set sorting or filtering method for records in the list?

    Depending on the method of filtering or sorting records used, returning to the last applied settings is possible through:

    • the “Reset” button in the column filter according to possible associations,

    • the “Cancel” option available in the dropdown list when filtering by different record features,

- the "Undo changes" button in the detailed filter,
- deleting the entered name in the "Search" field during quick search.
29. **What does archiving emails mean and how to use it?**
Email archiving involves copying and storing messages in such a way as to enable their easy retrieval in the future. The scheme for moving messages to the archive is simple to use and has been described in detail [here](5/).
30. **How to generate PDF documents based on a selected record?**
Generating PDF files is available only for selected system records. Documents can be sent, saved, or printed for signing and archiving in the company's documentation, depending on the needs that arise. In the preview of selected records, additional functional buttons named: "Download order in PDF", "Download PDF", and "Download request for proposal in PDF" will be visible. The types of entries with the described function can include records belonging to modules:
- Equipment -> Rental register,
- Warehouse -> Purchases/ Transfers/ Inventories,
- Contracts -> Material verification/ Invoices.
31. **How to add records to the favorites list?**
All you need to do is move the toggle to active in the "Favorites" column next to the selected entry.
32. **How to permanently delete records from the system?**
The content of records deleted from the list can be viewed and restored to the original list from which they were removed as described [here](2/#dodawanie-oraz-usuwanie-rekordów). It is not possible to permanently remove previously deleted entries from the system due to:
- the recorded history of changes where you can track who and when made modifications,
- the complete loss of important information in the event of their accidental deletion,
- protection and security against deletion by unauthorized persons.
33. **Can I edit a record and how do I do it?**
Not everyone has the right to edit every record. If you have sufficient permissions, a record can be edited in two ways:
  • by selecting the “Edit” button in the record table,
  • by clicking on the record name, and then selecting the blue “Edit” button in the upper right corner of the screen.

After making changes, remember to save the form. Otherwise, the entries made will not be preserved in the system. More about basic actions related to records can be found here.

  1. How to add a new tab to the dashboard?

To add a new tab to the dashboard, you need to go to the dashboard editing, click the “New” button, enter the name of the tab and confirm its addition.

  1. What are the main tasks of applets in the system?

Applets are graphical components visible on the dashboard, enabling quick access to important functions and information. Their task is to facilitate daily work and increase the efficiency of using the system.

  1. How can I move an applet from one tab to another?

To move an applet from one tab to another, you need to go to its settings, then in the field named “Desktop” select the target tab name and save the changes.

  1. How to add an applet to the dashboard?

The simplest way to add a new applet to the dashboard is to select the “New applet” button and fill out the form. If the selected type of applet requires filling in additional fields, the system will inform you with an appropriate message. More about adding applets to the dashboard can be found here.

  1. Where on the desktop will the added applet be visible?

Added applets automatically position themselves at the bottom of the column to which they were added. In the form, you can only specify the type of column. If you want to move the applet to a higher position, just grab the applet’s frame with the cursor, move it to the desired location, and release the cursor.

  1. Can I change the order of the applets on the desktop?

Yes, you can change the order of the applets on the list by choosing one of the possible ways:

  • grab the selected applet with the cursor, move it to the desired location, and release the cursor,

  • go to the desktop editing, at the selected tab where the applet is located, click the “Display” action button and move it up or down using the “dots” icon.

    Applets can be moved (order changed) only within the same tab.

  1. Will the data in the deleted applet be lost?

    Data in the deleted applet will not be lost and will be visible again after re-adding the applet to the desktop.

  2. Can applets on the desktop be duplicated?

    The system allows adding multiple applets of the same type. If there are filters in the applet settings that allow for different data display, it is worth defining them in order to display only the information we are interested in.