Step 1 - Create New Application

You can create as many applications as you like and they can be published to all your users, to a team, or to a specific user so people only see the applications they need to.

The process is really easy, just go to "Settings" > "Applications" and click "Add Application"

Step 2 - Define Your Data

Once your application has been created you can add any number of "Objects" to manage. We call anything that you would store, save, or work with in Netric an "object." For example: tasks, emails, projects, products, cases/tickets, customers, leads are all types of objects. An object has any number of "Properties" that it can store. For example, you can have an object called "Customer" with two properties: "First Name" and "Last Name" and adding those properties is really simple with our property wizard. You can even define drop-down values for the properties so it is super easy for users to enter data.

Step 3 - Build Your Forms

This step is optional but highly recommended. Now that you have decided what kind of data you want to manage and created a few objects you can tell Netric how you would like users to visualize the editing of those objects. Our powerful form editor allows you to create a user interface by simply dragging and dropping properties onto a canvas. The best part is you can create different forms for different users, teams or mobile devices or just create a default view for everyone.

Step 4 - Publish & Use

Your application is fully functional and ready for deployment. You can select who you would like to use this application but setting the scope to system = everyone, user = only an individual, team=everyone in a specific team, or you can set it to system but control who can see data with the permissions. Once you are finished click "Save" and next time your users log in they will have access to your new web application!