Essentials

From basic navigation to understanding key features, this section provides you with the foundational knowledge needed to optimize your user experience.

Whether you're just starting out or looking to refresh your understanding, the Essentials are here to assist.

Topics

Navigation — Understanding how to navigate through the App is crucial for an efficient and productive user experience. This article outlines the key elements of our application interface, from layouts to menu options, to help you move through the platform with ease.

Views — Views are a powerful feature that lets you personalise how you view and interact with Data Grids.

Data Grids — Data Grids are powerful and highly customisable tables that let you see and interact with records from one or multiple related objects, individually and in bulk.

Diary — The Diary serves as a comprehensive registry, recording events related to an individual or business entity.

Notes — The Notes feature offers users the flexibility to add supplementary information to an object within the system.

Document Store — The Document Store serves as a cloud-based, central repository for documents and files ensuring seamless, reliable and secure access.

Processes — Instead of waiting for long-running tasks to complete, processes allow you to continue working while running your tasks in the background.

Internationalization — Internationalization ensures that users around the globe can interact with the App in a way that feels local and personalized. This capability is crucial for delivering a user-friendly experience that respects regional preferences, especially when it comes to displaying formats and dates.

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