Data Entry & Maintenance

The quality of your data depends on correct entry. Our forms support you with validations, help texts, and convenient input tools.

Create & Edit Records

• Create New: In every list view, you will prominently find the "New Record" button. This opens an empty form.
• Edit: To change existing data, click the pencil icon in the corresponding row or card.
• Copy: Use the copy icon to use an existing record as a template. This saves a lot of time with similar entries.

Delete & Safety (Trash)

Mistakes happen. That's why data is not immediately destroyed by default.

• Delete (Archive): Clicking the trash can icon moves the record to the trash. It is no longer visible in the normal list but still exists.
• Restore: Via the "Trash" button (top right in the list), you can view deleted entries and restore them with a click.
• Permanently Delete: Only in the trash can you irrevocably remove data. This requires a renewed confirmation.

Input Aids & Field Types

We provide the right input field for every type of information:

• Required Fields: Pay attention to the red asterisk (*). These fields must be filled out before you can save.
• Date & Time: Don't type dates manually. A click opens an interactive calendar for quick selection.
• Files & Images: Simply drag files via Drag & Drop into the upload field or click to open the file browser.
• Links (Lookups): To connect data (e.g., a customer to an invoice), use the intelligent search fields. Simply type the name to get suggestions, or open the detailed selection list via the magnifying glass icon.
• Text Editor: A rich text editor is available for descriptions or notes. Format text bold, italic, or create lists, just like in your word processor.
• Validation: The system checks your inputs immediately (e.g., "Is this a valid email address?"). In case of errors, the corresponding fields are marked red and provided with a hint.