How is onOffice enterprise edition structured? Where can I find which operating elements?
In the following you will find the basic structure of the interface, some elements are explained in more detail on separate subpages.
This also applies to details of list views, detail views and the creation of records etc.
The content area is the largest area and is centrally located.
Here the lists of records, the individual records and appointments as well as e-mails are displayed. With the new interface the whole window area can be used to work and display the information.
The control elements are arranged around the content area, starting on the left side with the module bar.
The onOffice enterprise edition software convinces by its modular structure. All modules are intelligently coordinated with each other. Your advantages: automated links and thus a considerable simplification of your work processes. For example, real estate and address data are entered only once and are immediately available for a variety of measures such as integration into real estate portals, serial mails or customer letters.
On the left side you will find the module bar, with large, clearly visible buttons.
Here is a short overview of the main modules:
- Real Estate Management
- Address management
- E-mail administration
- Schedule management
- Task management
In addition to these “standard modules” there are other additional modules, some of which are also displayed in the module bar, for example
- Project management
- Process manager
The menu bar is located at the top. No matter which module or administration you are currently in, this menu will accompany you in all your activities. The menus are thematically structured in Edit, Tools, Actions, Statistics and the question mark.
Here is an overview of the menu bar, a detailed description of the individual menus can be found here.
- The Edit item contains the templates and the pre-sorted views of addresses and properties.
- In the item Extras you will find the management and administration.
- Under the point Actions you will find functions for editing several data records, divided into real estate and addresses
- In the item Statistics you can find statistics and reports as well as information about the memory usage of your enterprise version.
- In the question mark you will find the online help and further information.
Use the logout button to log out of the software.
The toolbar is located below the menu bar and contains the most important helpers.
Here you can use the plus sign to create new data records, i.e. real estate or addresses etc. and save changes. Via the back arrow you switch to the previous view or page within onOffice.
Depending on the module and job, the selection for filters, work lists or users is also displayed here.
Integrated print views and lists can be accessed via the printer symbol. Use the three horizontal lines next to it to open the sidebar.
5 minutes before the start of an appointment of the type “Video conference”, the orange meeting icon also appears here, which leads directly to the video conference.
Are you looking for a property? An address? The sidebar with the integrated Quicksearch helps. This allows you to perform a quick search in the existing data with freely selectable search criteria for properties, addresses and in the e-mails.
In the task area, you can display the number of assigned tasks for each user.
The Messenger connects all users with each other, simply exchanging messages is excellent.
The sidebar is folded out or in by the three horizontal lines in the toolbar.
The navigation bar is located above the action bar and summarizes all information, numbers and elements for the displayed records.
Which view was chosen? Active records? Inactive or archived? This is displayed in the bar on the left, as well as whether a filter or a work list has been selected.
On the right side, information about the total number of records listed and the number of records selected is displayed.
On the far right are the navigation buttons, which you can use to move around in the list or scroll through the pages of the list. For orientation, the current page and the total number of pages is given.
The action bar is located at the bottom and closes the frame around the content area.
Here you will find the appropriate actions depending on the module and view, i.e. the content in an address record is different from the list view of the addresses.
The buttons are usually generic terms. By clicking on the desired generic term, a menu opens in which the desired action, e.g. writing an e-mail or letter, can be selected.