Page Comparison

A workspace (also known as ‘Tabs’) is different ways to work with data and to get a good overview on different areas in the system.

Depending on which workspaces you have permission to use you can access those from the '+' icon to the top right:

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Orders Table:

A full screen list view of all print and digital data in your system:

Ad Tracking:

A split window with a list of all print and digital orders in your system in the top and assigned/unassigned materials in the bottom:

This workspace is useful for finding and matching unassigned materials with orders and there is some useful tools for this that is good to know.

You can from both top and bottom window enter the context menu by right clicking and then choose ‘Find matching’. This will potentially assist you on finding the right match by filtering on the width and height with a 1 mm in tolerance from either the material or order:

When you have found your matching material you can drag and drop to the order you want to match it with. If you by mistake drop it on a wrong order you can always enter the context menu by right clicking on the order and choose ‘Detach’:

DAM:

A split window of all print and digital orders and assets on two levels = order + customer:

Production Dispatch

A split window of all print and digital orders, assigned orders to artists and assigned orders to a marked artist from above:

Creatives

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Contacts

A list of all contacts in the system and their relation to customers.

If you click below these columns; NAME + EMAIL + PHONE a dialogue will open where you can edit data:

Example:

Name: Claire Underwood

E-mail: test@mail.com

Telephone: 1234252312

Agencies: CF ALLIER + CF HAUTE-LOIRE

Clients: CASE DESIGN&REMODELING/PARTNER

Notes: test