Related Articles
Customize table views
Click on the [top right dropdown menu] and select the [⚙️ Manage columns] option. To adjust a table view, click on the (pencil icon) behind the desired table view. At the top, adjust the view name if desired. Adjust the availability if you want this ...
Create table views
Click on the [top right dropdown menu] and select the [⚙️ Manage columns] option. Click on [+] at the top right of the window that appears to create a new view. Choose a name for the view you want to create, for example, 'Personal view'. Also, ...
Agenda: List view
List view With list view, you can see at a glance which information is important for your daily workflow. For example, you can immediately see which patients are scheduled for today, which online bookings still need to be confirmed and you can easily ...
Role Management
Please note: Only the practice administrator can add a role. Roles are used to manage account permissions. This allows you to either restrict or grant access to specific actions within Crossuite accounts. Go to [My account] > [Role management]. Add ...
Form editor
On the left, you see all the fields and layouts. On the right is your workspace, where you can drag, copy, modify, or delete all the components (fields and layouts). Each component has specific properties. To add a component to your workspace, click ...