Glossary

Activity

This is used to track events that have happened. For example, you may want to record phone calls against each customer record. This would be an activity.

Add Another?

Clicking this button means when you click Add to confirm your record, another record box will pop up, so you can input the next record straight away.

Collection

Lists or sheets of data in Kinabase are called collections. For example, if you want to keep track of the companies you interact with, then you could have collections of suppliers and customers.

CSV file

This is a common and widely supported file format for exchanging data between different computer programs and software.

Dashboard

This is the Kinabase Home Screen - the page you see first when you log in.

This button has an icon with ⋯ three dots.

Record

A record forms part of a collection. For example - if I have a collection of suppliers, then each individual supplier I add to this collection is called a record.

Selection bar

This bar will appear at the bottom of the screen if you select one of more records from a Collection. It contains various options to manage the selected records in bulk.

This is the part of your screen on the left-hand side where you can click to access all of your Collections and the Dashboard. It gives quick access to all of the Kinabase features.

Use this button to show or hide the left hand side navigation menu.

Toggle Switch

This is a greyed out switch. Once clicked, the switch turns blue.

User

Other people or colleagues in your organisation using Kinabase.

This menu can be seen at the bottom left hand side of the screen and will have your name on it, as the logged in user. If you are viewing Kinabase on a narrow screen then you should press the Sidebar button to access it.