Table view

Top right in the master data section, you can switch from the grid view to the table view via the corresponding icon (list view). This view is fully customizable. Using "Configure fields" at the top right, you can individually enable or disable the desired columns and change their order using the arrow buttons on the right.

In the view itself, you can also change the sorting of individual fields in ascending or descending order using the arrow buttons.

Click on a specific piece of information of a master data object or on the pencil icon on the far right to enter the detail view. To create a new object, click the plus sign at the top right.

Using the icons at the top right, you can not only create new employees but also contact employees, print employee lists, download data in CSV or XLSX format, or upload bulk documents such as payrolls (e.g., from DATEV) or form letters. These documents will then be automatically shared and assigned to individual employees using text recognition. If the assignment is clear, CrewBrain will automatically suggest this person. To check the assignment, click "Preview" in the respective row. If the assignment is incorrect, it can be corrected at this point. Sample checks should always be carried out to avoid misassignments. When saving the document, it will be distributed to the respective employees. Pages that are not assigned to any employee will be discarded. Optionally, the created documents can also be sent directly to the respective employee.

Furthermore, you can change the sorting of employees at the top right, configure individual fields, and switch to the grid view.