Who benefits
Sales and customers (CRM)
Project and task management
Human resources (HR)
Logistics and delivery
Onsite service
Field service
Custom manufacturing
Request management
Prices
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How it works
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How it Works

Quick Start

  • How do I get started with Tracy?

Login and Registration

  • How do I log in or register?
  • How do I change my name, email, or photo?
  • How do I set up a color theme or notifications?
  • How do I rename or delete my workspace?
  • How do I cancel my subscription?

Data

  • What are datasets and records and how do I set them up?
  • What are properties and how do I set them up?
  • What are states and how do I set them up?
  • What are representations and how do I set them up?
  • How do I set up data access?

Roles and Users

  • What are users and how do I work with them?
  • What are roles and how do I work with them?

Everyday Work

  • How is the home screen of the app arranged?
  • How do I add, view, and edit a record?
  • How do I change the state of a record?
  • How do I search and filter records?
  • How do I export records to a file?
  • How do I work with the archive and trash?
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