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:
INFO: The workspace names and sorting on the list can be different from the standard listed here. If so ask your admin or your IX contact person for assistance
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’:
HINT: It is possible to adjust the size of the two windows by holding down the mouse and drag up/down in the small gap between the two windows!
DAM:
This workspace is useful to find assets and see the relation to a lineitem and a customer.
It’s a split window with all print and digital lineitems in window to the left. In the top right window is a list of all assets in the system and the bottom window will show a list of all assets related to the customer when choosing a lineitem in the left window. When choosing a lineitem in the left window you will also see all assets related to the chosen lineitem.
Since this a automatically filter search feature in the system you will see the black chips added into the search bar in the two windows to the left:
INFO: It is only possible to have one lineitem selected at a time and the black chips can only be removed/disabled by deselecting the selected lineitem again.
In this workspace it is also possible to assign one or more selected assets to a lineitem by a drag and drop feature from the two windows to the left. You can
HINT: It is possible to adjust the size of the two windows by holding down the mouse and drag up/down in the small gap between the two windows!
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
WARNING: When you change data here it is stored on the fly and it if will NOT be updated in the bookingsystem but only inside X1