Überblick
Databases are your central master data lists. Instead of re-typing customer or asset details in every protocol, you save them once and access them from anywhere.
Schritt für Schritt
Understand the concept
A database is a structured list, such as 'Customers', 'Assets', or 'Equipment'. Each entry contains standard fields like name, address, or serial number.
See the benefits
Data is managed in one central place and stays up to date everywhere. This prevents typos and duplicate work—especially for recurring customers or assets.
See them in action
You can link a field in a template to a database. When filling out a protocol, your team simply selects an entry instead of typing everything out manually.
Start with a small database
Start with a simple list, such as your most important customers, and expand it over time. This keeps the initial setup quick and easy.