Microbizz

Cross module functions

This page describes some of the features that are available in all or many of the + modules.

The documentation

Page

What it covers

1. Search page

The search field and advanced search

2. Details page

The buttons, the prominent field and the boxes on a details page

3. Data access

Which teams may see data that belongs to other teams

4. Permissions

Who has access to which functions

5. Custom fields

Field types, read only and searchable fields, and copying fields from the old modules

6. Filters

Rules, filter groups, public and private filters

7. Update filters

Changing many objects at once

8. Number series

Sequential numbers and when they are applied

9. Tooltip

The box shown when you hold the mouse over a link, and how to customize it

10. Competences

Checkbox and level competences

11. Mail messages

Composing mail messages and saving them as templates

12. Notifications

Read and unread, pinning, the filter and the counter