Build a company profile
Enter the company name, country, city and office details.
PLM Guides
Practical guides with worked examples for your tasks, records, relationships and personal tracking.
100 guides
Manage company images
Choose the image field in the company form.
Connect people and companies
Create the company before linking it from a person record.
Import and print company records
Use the company CSV popup and review its instructions.
Create a person and company link
Enter the prefix, first name and last name.
Use nationality and relationship details
Record nationality and birth-country information in their own fields.
Import people without creating duplicates
Read the Persons CSV popup before selecting the file.
Print a person record
Open the intended person before using Print Record.
Log a customer telephone call
Choose the person from the searchable list.
Distinguish meetings and messages
Choose the communication type that describes the actual contact.
Search the communications archive
Open the history or archive controls.
Print a communication review
Filter for the person and period you need.
Plan the next visit
Choose the person and associated company.
Use visit date filters
Read the coloured day-range controls above upcoming visits.
Record a completed visit
Open Edit for the planned visit.
Use the CRM calendar
Open CRM Calendar from the sidebar.
Save a useful website
Choose a group and write a meaningful description.
Group related bookmarks
Use one consistent group name for related sites.
Review stored login details
Record the username only when it helps identify the account.
Correct an outdated link
Search for the old site or description.
Read the date groups
Start with overdue and today sections.
Build a daily review routine
Open My Day at the beginning of your session.
Understand missing dashboard items
Check whether the underlying item is completed or archived.
Separate tasks from database follow-ups
Read the task and table indicators next to each entry.
Read the PLM date colours
Red identifies expired dates and black identifies today.
Find a dated table record
Enter the date in the permanent Due Date field.
Review dates without distractions
Choose the date range needed for the review.
Prepare a dated report
Choose the intended results and order.
Choose the right calendar scale
Use Day or Week when times matter.
Filter calendar sources
Choose Tasks, Tables or both in the source controls.
Read all-day and timed entries
Check all-day items separately from timed appointments.
Use calendar colour bands
Set work and night hours in Settings.
Create a useful follow-up task
Use a specific action title such as Call supplier about quotation.
Organise subtasks and recurrence
Create the main action before assigning child tasks.
Find work by folder, context and tag
Use a broad folder such as Work and a context such as Phone.
Use saved task views
Set the status, sorting and grouping you need.
Create an equipment register
Create a table named Equipment with a suitable Group / Project.
Configure permanent table fields
Find Due Date, Relevant Company and Relevant Person in Table Setup.
Import records and review duplicates
Export a small sample to see the expected CSV layout.
Save a focused table view
Choose visible columns, filters, sorting and grouping.
Create a calendar maintenance job
Enter group, subgroup and a clear item description.
Review upcoming maintenance
Use the date range controls to find work due soon.
Import and export PMS jobs
Export a sample to obtain the supported column names.
Print the PMS schedule
Filter and sort the job list you intend to print.
Create an hours-based job
Enter the description, group and interval hours.
Update running hours
Open the job’s hours or reading action.
Understand estimated due dates
Check that the job has usable reading history.
Review or export HMS records
Filter by the relevant hours or date range.
Prepare an occasional job
Describe the occasion and the work to perform.
Compare trigger and target dates
Use Trigger Date for the event that starts the job.
Filter occasional jobs by target
Choose the Target Date range above the table.
Import and print OJM jobs
Use the module’s CSV controls for job records.
Record a recurring service
Enter a recognisable service name and cost.
Set a monthly budget
Enter the maximum allowable monthly budget.
Review long-term commitments
Use the monthly projection chart to inspect upcoming spending.
Print a subscription review
Choose the period and records needed for the review.
Record an expense clearly
Set the expense date and category.
Compare monthly spending
Choose the month you want to inspect.
Use the yearly overview
Switch to the yearly view.
Find and correct an expense
Search by text and the available month/year controls.
Write a dated journal entry
Set the date and time for the entry.
Browse previous journal entries
Use the year and month archive groups.
Search journal text and moods
Enter a distinctive word or the relevant search value.
Print a journal period
Choose the desired date range in the print controls.
Enter an existing medicine schedule
Enter the medicine name and purpose from your own schedule.
Understand schedule colours
Read the displayed time as well as its colour.
Find a scheduled medicine
Use the page search and calendar controls.
Update a changed schedule
Edit the existing plan when its recorded instructions change.
Record a cycle start and end
Enter the start date and the end date when known.
Read cycle date estimates
Review the recorded cycle history used by the page.
Navigate the cycle calendar
Use Previous and Next on the month header.
Review symptom history
Read the symptom and mood columns across records.
Set the journey dates
Review the pregnancy dating fields on the page.
Record an appointment
Choose the appointment record type and date.
Keep measurements together
Enter available measurements in their named fields.
Review symptoms and milestones
Use dated entries for symptoms and personal milestones.
Record a meal and its nutrients
Choose the date and meal type.
Use the daily calorie limit
Set Daily Calorie Limit in the target form.
Read the calorie average chart
Choose the date ending the 30-day chart window.
Find older calorie records
Read the latest month in Recorded Entries, earliest first.
Choose exercises for a weekday
Open Choose Exercises on the intended day.
Record a completed workout
Set the workout date, muscle group and exercise.
Review strength progress
Find repeated records for the same exercise.
Search the workout archive
Use Recorded Entries for today and the previous six days.
Create a supplement plan
Choose an existing supplement from the dropdown.
Manage custom supplement names
Expand the separate Custom Supplements area.
Record a taken supplement
Locate the correct plan and check its time and amount.
Search taken history
Expand the collapsed Taken History section.
Build useful organisation labels
Use folders for broad areas such as Work or Home.
Open work from organisation chips
Read the count next to a folder, context or tag.
Manage table groups
Create a Group / Project label in Organise.
Return to a saved view
Find the named view in Organise.
Update your profile details
Open Profile and check the identity and organisation fields.
Review your subscription information
Read the current plan and assigned price.
Keep account access current
Review the account’s contact information.
Understand the profile danger zone
Read the exact stop-subscription and deletion wording.
Choose a comfortable appearance
Open the Appearance area.
Set regional and calendar preferences
Choose your timezone, date format and time format.
Simplify the sidebar
Open Side Bar Visibility.
Use demo controls deliberately
Enable demo buttons when you want sample data available.