Database templates

Overview

To save you time, the Database application provides some database templates that help you get your database up and running quickly. When you use a database template, much of the initial setup work is already done for you. Starting with a template, you can create a new database and then re-configure it, changing the field names and the views, and customizing permission settings according to your needs.

If you are unfamiliar with creating databases, we recommend that you use one of the ready-made database templates to create your first database. After working with the templates, you might discover that you'd like to create a database that is quite different from one of the templates. In that case, you can design your own from the ground up.

The Database application includes the following templates:

Asset Manager

The Asset Manager template lets you maintain a detailed inventory of anything, from computer hardware and merchandise to recipes and baseball cards. You can customize the fields and views based on the types of items you're tracking.

The Asset Manager template allows you to:

Here is an example of an inventory database created from the Asset Manager template:

Customer Relationship Manager (CRM)

The CRM template provides a standard customer relationship manager that you can customize to store names and contact information about specific groups of people. You could turn it into a Customer Database, a Class Roster, or a Donor List. Change the names of the fields, add new fields, and create views that show all the people in a particular territory, for example, at a glance. The CRM template includes an activity log so you can keep a record of meetings or phone calls with each person in the database. Keep your team organized like never before!

The CRM template allows you to:

Here is an example of a database that has been created from the CRM template:

Event Registration

Use the Event Registration template to track who will be attending your corporate or community event, as well as all details about the events themselves.

Much more than just the names of who's attending, you can log each participant's contact information, their balance on event fees, as well as special requests, meal requirements, and how they heard about the event.

This template is made up of two related databases: (1) an Events database for tracking the event details such as time and location, and (2) a Registration database for tracking the attendees of each event.

The Event Registration template allows you to:

Here is an example of a database that has been created from the Event Registration template:

In/Out Board

The In/Out Board helps keep track of employee whereabouts, improving office productivity and efficiency. Instantly view co-workers' status to see if they are in or out, at lunch, in a meeting, on vacation, or out sick. Click on an employee name to look up contact information for that employee.

The In/Out Board template allows you to:

Here is an example of a database that has been created from the In/Out Board template:

Issue Tracker

The Issue Tracker template provides a ready-made database where you can log problems or inquiries and assign trouble tickets for tracking. Customize this template based on your company's practices for prioritizing and following up on issues.

The Issue Tracker template allows you to:

Here is an example of a Customer Issues database created from the Issue Tracker template:

Knowledge Base

The Knowledge Base template allows you to easily create, maintain, and share company knowledge, either internally or externally. It serves as a clearinghouse for commonly asked questions and answers.

Members of your customer service team, for example, write up an article for each commonly asked question, as well as the solution. Other members of the team can reference the article when helping customers, and even add to it when they discover other possible solutions.

The Knowledge Base template allows you to:

Here is an example of a database that has been created from the Knowledge Base template:

Sales Forecasting

Use the Sales Forecasting template to get instant snapshots of your sales pipeline, empowering you and your sales team to stay ahead of rapidly changing situations. Your sales team creates an entry for each sales prospect and updates the status of the potential deal throughout the sales cycle.

The Sales Forecasting template allows you to:

Here is an example of a database that has been created from the Sales Forecasting template:

Time Sheet

The Time Sheet template allows you to create a custom database where your employees can track billable and non-billable time spent on customers, projects, and activities.

The Time Sheet template allows you to:

To allow people to see only their own Time Sheets, use the "Read & Add (own records only)" permission.

Here is an example of a database created from the Time Sheet template: