Boost.space spaces

Spaces are created in the modules so that each module remains an organized and clear place even with a large amount of data.

Only users who have created the space or have been added to the space have access to the space.

Space examples:

In most cases, you will not encounter the word space within the Boost.space system because the names of the individual spaces correspond to the module.

  • module Products → space List of products (e.g. organic products, frozen products)
  • module Tasks → space Todolist (e.g. todolist sales team, todolist support team)
  • module Contacts → space Contact list (e.g. client database, supplier database)

 

How to create a space in Boost.space modules

If you want to learn how to create your space and discover other useful tricks, please check out this article.

How to modify and remove a Boost.space module space

Modifying spaces is accessible from two places – from the navigation toolbar on the left or from the top bar next to the space name, by using the pencil icon or three dots icon.

Then the settings of the selected space are displayed, which always corresponds to the module under which the space belongs.

Removing the space

Any owner of the selected space can remove it. The delete space action is located under the ⋮ icon in the space bar.

After confirming the removal of the space, all records in the space are also removed.

Sales processes

The sales tools share common spaces of business processes that are used in the modules:

  • Business cases;
  • Orders;
  • Purchases;
  • Offers;
  • Business contracts;