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Design the units that hold your data, choose the right field for every piece of information, and keep duplicates out.
Start here· 3 guides, about 18 minutes
Set up26 guides
Install ready-made units from the template catalog3 minAdd, edit, reorder and deactivate a field6 minLink units with relations6 minOrganize units in folders3 minMake a field required, always or on a condition4 minExplains9 guides
Smart fields: calculation, rollup, lookup, serial number, catalog5 minHow Corteksa spots a duplicate: match keys and normalization4 min“Separate + Flag” mode: a new record, flagged as a duplicate3 min“Unify” mode: no new record, the existing one is filled in5 min“Mirror” mode: the chat shows in every matching record3 minFix a problem1 guide
Fix unit and field problems: every message and its cause7 minLook it up34 guides
Built-in fields in every unit and in the Tasks unit4 minEvery formula function, with an example10 minEvery unit and field limit in one place6 minText field: for names and short codes2 minLong Text field: formatted notes and descriptions2 minCan’t find what you need?
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