In the base data, you can record employees, freelancers, subcontractors, vehicles, clients and locations. This way, you can create a data pool that you can access at any time when creating projects and jobs. Depending on access rights, employees, freelancers or subcontractors can enter their data themselves. This allows your data pool to build up quickly on its own. If you have already saved your employee data in an Excel file, you can upload it in the respective base data (employees, clients, locations, etc.) using a simple import option for Excel or CSV lists. The import is freely configurable and thus works with any input formats.
All base data are displayed by default in the grid view with business card style. You can switch to the table view via the corresponding icon at the top right.
On the left in the navigation, the base data objects can be filtered. The filters can be saved and stored as favorite filters. Existing favorite filters – both in the base data as well as in the calendar or statistics – are automatically transferred.
If you want to view deactivated employees or locked accounts, set the corresponding filter here to “no” or “yes” respectively.
Except for vehicles, all base data objects can be easily copied. This allows you to build your data pool even faster. To do this, click on the "copy" icon in the detail view at the top right. A window opens where you can decide which data should be copied and whether the type should be changed. For example, it is possible to use a client as a template for a location. Sub-objects such as contact persons can also be copied.
Both in the print view and in the export, you can choose whether all fields or only the currently selected fields should be exported. This allows you to create individual employee lists, which can optionally also be based on a filter.