A record is one entry in the Organizer
In each Organizer, you are creating records for which the Organizer was designed. In the Companies Organizer, you can find information about each organization your company is collaborating with. In the Employees Organizer, you can find a list of employees. Each company or employee is a record (entry) in the Organizer. You can also think of them as lines in an Excel sheet or individual documents in your filing cabinet. The organizer, therefore, consists of a list of records (entries). A record and an entry are essentially the same thing.
Examples of records in Organizers
- Companies: Audi, BMW, Apple, Tesco
- Employees: John Smith, Samantha Jones, Sarah Allister
- Contracts: Contract #263/2017, Long Term Rental of Office Space Agreement
- Property: Desktop Lenovo, HP Printer 2612
For each record, you can keep information in text-only or attachments and other documents.
Where can you view your records?
Once you open an Organizer, you can see a list of all records (entries) in the Organizer on the left-hand side. On the right-hand side, you can see details belonging to each record. You can further organize entries in your Organizer depending on their type – they are called Categories.
How to add records into an Organizer?
You have three options. Manually, using the import function, or, filling it with data from another system.