0

Help with Ninox CRM Setup and White Full Screen Issue

Hi everyone,

I'm new to Ninox and working on building a custom CRM to manage client relationships. I need functionality to track client interactions, set follow-up reminders, and store documents. So far, I have created basic tables for clients and notes, but I'm having trouble automating reminders for follow ups and linking documents to each client record.

Additionally, I occasionally encounter a light up white full screen when trying to save changes or switch between tables, which interrupts my workflow. Has anyone else run into this light screen issue in Ninox?

Any advice on setting up follow-up reminders, linking documents to clients, or resolving the white problem would be greatly appreciated!

Thanks!

4 replies

null
    • Fred
    • 2 wk ago
    • Reported - view

    Hi -

    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.

      • sophijosephine2
      • 2 wk ago
      • Reported - view

       ,

      Thanks for the detailed response!

      I have some experience with database design but am new to Ninox specifically. My database is stored in the cloud, and I mostly work on it from my computer. I will look into creating a separate table for documents as you suggested. 

    • Fred
    • 13 days ago
    • Reported - view
     said:
    Additionally, I occasionally encounter a light up white full screen when trying to save changes or switch between tables,

    You said you are in the cloud, are you using the browser or the app?

    I haven't seen this on my end in either the browser or app.

    If you are using the browser you can try deleting cookies and cache files for Ninox and see if that helps.

    • Fred
    • 13 days ago
    • Reported - view
     said:
    but I'm having trouble automating reminders for follow ups

    You will have to be a bit more specific.

    You should also think about using dashboards to get your reminders.

Login to reply

Content aside

  • 13 days agoLast active
  • 4Replies
  • 41Views
  • 2 Following