Interface, search, and tables

Here you will find the shared tools for everyday work in edoobox. First choose whether you want to find a record, edit a table, check metrics or find your way around the interface.

For an initial overview, start with An overview of the user interface.

Find records and narrow down lists

Global search and search within a table serve different purposes. The following guides help you choose the right starting point.

Global search: find people, offers, bookings and settings
Table filters: narrow down list entries
Interface states: understand active filters and saved views

Prepare columns, selections and exports

Filtering, selecting columns and selecting rows are different steps. Use the guide for the step you want to perform.

Table tools: use column and row selection
Save table views and column configuration
Tables and export options: output data
Label export: analyse bookings by source

Understand dashboards and metrics

Start with Dashboards, charts and metrics. For individual offers and categories, continue with the offer dashboard and category dashboard guides.

Help with everyday work

Understand dialogs and editing side panels
Check progress and processing status
Use notes and TODOs
Use links between records
Understand language, notices and uploads
Prepare error feedback and support reports

For scheduled processes and their execution, go to Tasks, pending tasks and recurring tasks.

Plan dates, locations and responsibilities

Manage the calendar and dates
Set up the calendar’s customer view with booking details
Manage locations and rooms
Check leaders’ workload
Let leaders create draft offers