3 Ways To Reinvent The Way You Use Your Database Applications

Reinvent Database Application Kohezion

 

Kohezion offers amazing features to help you get the most out of your account. Here are three ways you can take your database applications to the next level.

 

Customize your applications

This is the first thing you should do (should have done?) when you create your Kohezion account. Think about it for a second? The question is quite simple: what do you need to track?

I track a lot of stuff. Just to name a few, I track data about my leads, clients, family members, tasks, blog articles, social media posts, students and even my workouts! Remember that you sure must track your business data but you can also manage your personal data on top of it. Role-based security will help you keep the personal stuff to yourself and the business stuff can be shared with your team.

If you need to learn the steps to customize your applications, you can start by watching this video and reading this knowledge base article. Your next step is to take a pen and a piece of paper and map the fields you would like to see in your application. Finally, it’s time to get dirty, log into your account and create an app from scratch or edit an existing one. Your first draft may not be perfect but don’t worry, you will get the hang of it in no time. Practice makes perfect!

Link your applications to each other

Nobody likes to work in silos neither do I. I like to link my applications together. It simplifies tremendously your work. Let me give you a very simple example. You know the drills, to acquire a new client, it takes a lot of effort. Before he becomes a client, this client is first a prospect and maybe then a lead. You must do a lot of different actions over a quite long period of time to secure a new client.

To make sure I don’t loose track of what I did, I link all my actions (or tasks) to the proper client. All my calls, my emails, my meetings, my presentations are linked to this specific lead. Whenever I want to know what I did for them, all I have to do is look-up this lead’s record and check the item link tab to have a nice list of all the items I linked to this specific person. How great?

You can even drill down and link a series of applications. For example, let’s see the example of a real estate agent dealing with multiple properties. He could have a building application and then have an apartment application linked to it since a building can have multiple apartments. The apartment application could then have a tenant application linked to it to keep track of the current and past tenants.

Create your custom searches

Custom searches are a great tool to slice and dice your data. Having a huge pile of items secured in your online account is a very good idea but if you can’s access specific subsets of your data, it becomes pointless. Your searches will also be used to create your dashboard widgets and run your report templates.

For example, let’s go back to my leads, prospects and clients. I could create three different applications but it would make me loose a great deal of time to have to copy the information when a person goes from one status to the other. Instead, I created only one application but I included a status drop down menu field with the values “lead”, “prospect” and “client”. From these three drop down menu values, I can create three different searches to access only all my leads, all my prospects and all my clients. How convenient?

Remember that you can create searches at three different levels: from an application, at the project level and from each user’s workspace. Searches created at the application level will be created for all the projects derived from this application. Searches created at the project level will only be created for this specific project. Searches created on a user’s workspace will only be created for this user and will not apply to all users. If you are not sure where to start to create your custom searches, I suggest that you watch this video and read this knowledge base article. These two are explaining at length how to create the different searches.

 

How now have a few more tools in your toolbox to become a master of database applications.

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Marie-Josee Porlier

Sales Director at Kohezion
Marie-Josée Porlier is the Sales Director and main blogger @ Kohezion. Ask her your questions about the cloud computing industry, online database software, database applications, legacy systems, business solutions and business productivity. She can be reached at mjporlier(at)kohezion(dot)com.
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