How do I create a database?

How do I create a database?

Posted by The Team at Mindmatrix on 13 October 2015 10:41 AM

To create a new database, go to setup, and then “Products Database”, and then click “Create”.

 

 From there click “Add New Tab”

 

Then, give your tab a name and then click “save”.

 

After that,  click “add a new form field”

 

 

Fill out the data for the new window, and then click “Save”.

 

 

If you wish to delete, edit, or rearrange the fields, click on the icons in the upper left hand corner.

 

 

If you wish to divide your fields into different categories, (for example for different franchises), then you can add a new tab. The process for selecting and naming a new tab is the same as for choosing a new field form.



 

When you have done that, give your data a name and description, and then click “Save”.

 



Finally set the user company permissions to the appropriate level, and then click save again.



 

 

Your template will now appear in the database section.

    • Related Articles

    • How do I associate a database with a page in a Print Template and create entries using the Repeater?

      Posted by The Team at Mindmatrix on 23 June 2015 10:40 AM NOTE: You can apply multiple databases for a page. Select ‘Databases’   Select the required database/s. Click ‘Save’.   Adding a Repeater If you wish to provide the contacts information for ...
    • How do I create a single contact?

      Creating a single contact within the MSP Advantage platform can be very useful when you have all the relevant information ready, but not in a digital form. 1. Navigate to the contacts page by selecting My Database > Contacts 2.  Once your contacts ...
    • How do I create contact recipient lists?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Recipient lists are the static lists where contacts are added manually i.e. one at a ...
    • How do I create landing page web templates?

      In order to use a landing page, you need to publish the landing page template into "Output" mode. You can learn more about using landing pages in Output mode here: How do I use landing pages? 1. To create a landing page, you will need to utilize a ...
    • How do I add database records to a print piece?

      Posted by The Team at Mindmatrix on 14 October 2015 03:06 AM To add an item from your database records to a print piece, click on the Databases tab on the top of the window.   From there select the database that you wish to draw from.     And then ...