Help with Ninox CRM Setup and White Full Screen Issue

Hisophijosephine2 -

Welcome to Ninox. Can you give us a bit more about your DB background? Do you have experience designing DBs? Have you programmed DBs before? Have you programmed in any computer language?

Is your DB stored in the cloud (public or private), iCloud, or on your local computer? What device do you use most to do your coding in Ninox, computer or tablet?

Have you looked into dashboards in Ninox? The idea here is that you will create an UI for the end user (even if it is just you). On dashboards you can create code that can do error checking, data validation, and complex events. It also keeps your data tables as just data tables.

You ask some pretty broad questions. Let us break it down into more concrete questions.

Any advice on setting up...linking documents to clients

There are two ways to do this. You can use the attachment link in each record, the paperclip icon. Or create a dedicated table that stores each document. Depending on the number of files you will need to store and link can determine which method you choose. If you are storing many per client then a separate table would be the way to go.

I have seen that Nioxus, a Ninox partner, creates a separate table for their document management and it is not linked to any other table. You store the record Id of the other records that need to be linked to this document.

You can also upload a sample DB (with no sensitive info), so we can see where you are at.