How to use Organizers (Datasheets)

Last updated: 2021-09-30
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Organizers are your binders

Organizers are something like binders, where you can keep information. In each Organizer, you can save information about something—for example, Companies Organizer, Employee Organizer, Legal Organizer, etc. There is different information in different Organizers, and employees have access only to those Organizers connected to their role. In a certain way, Organizers are like electronic binders or filing cabinets. In each Organizer, you are storing data about something. Each Organizer is created for one thing, specifically. Information is stored in the Organizer in the form of records.

Organizers are displayed as colored tabs in the upper part of your screen.

Each Organizer contains a different range of information and can be accessed by different users. You can interlink information between Organizers (see Connections).

organizer

You keep records in Organizers and everything connected to them

The Organizer is used to record, store and share specific kinds of information. Each Organizer contains its own records. It is similar to binders - each one has its purpose. Let us clarify it for you:

  • In the "Companies" Organizer, you keep records of companies, for example, Audi, Volkswagen, Samsung
  • In the "Employees" Organizer, you keep records of individual employees, for example, John King, Jane Tyler, Martin Fast
  • In the "Contracts" Organizer, you keep records of individual contracts, for example, Contract 263/2017, Ford Focus purchasing contract
  • In the "Assets" Organizer, you keep records of all your assets, for example, Dell Notebook, HP Printer

Individual records (for example, employee Martin Fast) are called items, and they are the building blocks of each Organizer. Whenever you open an Organizer, you can see the list of items on the left side. On the right side of the list, you can see the details of the item. Individual records are similar to rows in an Excel sheet. 

Records can be further sorted into various types. These types are called categories.

You can record information using fields or in the form of attachments.

Basic information (details)

Each Organizer contains different information. For employees, you need their first name, last name, phone number, or home address, and for your work orders, you need their number, customer, and value. These pieces of information are kept as details, and you can display them by selecting a specific item (a record). The range of details is different for each Organizer, sometimes even for categories within an Organizer.

You can change the pieces of information in the Organizer if you have the access rights based on your role. If you cannot change any information, your role settings are read-only for the Organizer.

When editing information, nothing is saved until you press "Save".

Attachments and documents

You can upload any attachment to any item or detail.

Related minutes

You can record your meeting minutes from all your meetings, calls, e-mails, maintenance, and repairs. This gives you an overview of what happened during the meeting and what the conclusion was. For assets, you know when the last repair was and who did the repairs.

Related tasks

You can add tasks for you or your colleagues on the item's page. Split work for a specific project quickly and easily and be informed of the tasks' completion. 

Related notes

All your ideas and thoughts can be recorded in the item's notes. You can share them with your colleagues. Your ideas for a project will not be lost, and everything stays in one place.

What Organizers can you see as a user?

Your role determines the list of Organizers you can see. Each user can therefore see a different set of Organizers.

The access rights to Organizers are based on their job position and, therefore, the role in the system. Each user sees what they need to see based on their job position. You can use a variety of access levels - from reading to deleting. If your company does not want users to delete anything, you can set it up.

Customize your Organizers

Each Organizer can be customized to your needs and set up according to its purpose and content. You can initially modify its content - the range of recorded information (fields, details). You can edit the Organizer's name, color, button, and form for creating a new entry. Turn on additional features in the form of extensions. Only the administrator can customize the records.

Add Organizers based on your needs

    You can add Organizers, and the total number of Organizers you can have is based on your price plan.