Working with data
Features available on every record.
| Feature | Description |
|---|---|
| Notes | Public or private notes |
| Discussions with colleagues | Discuss things right on the record, without leaving the system |
| File management | Store, preview and download files |
| Public files | Generate a public link to a file, valid for a limited or unlimited time |
| Tagging | For easier organisation and searching |
| Invitations | Invite a colleague to a record even if they don’t have access to that section |
| Notifications | Email alerts about important events |
| Change history | Everything you edit is kept in an unlimited change history |
| Bulk delete | Delete records in bulk in a few clicks |
| Bulk status change | Change the status of records in bulk in a few clicks |
| Custom sorting | Set your own default sorting for each table and status |
| Saved filters | Name and save your favourite filters to use them again next time |
| Inline editing | Edit values quickly by clicking into a cell, without opening the record |
| Filtering | Filter by any parameter or combination of parameters |
| XLSX export | Download table data as XLSX for backups or further processing |
| Bulk import | Import from XLSX into a table |
| API | Retrieve, create or update any record from your own system |
| Statuses | Your own statuses to move records between |
| Public link to files | Generate a password-protected public link for any stored file |
| Bulk file download | Download all files from the selected records at once |