An overview of the user interface

This documentation provides you with a comprehensive overview of the user interface of your edoobox account. Here you will find information on the various views and splits in your edoobox account as well as their names and functions.

Home page

The edoobox start page is divided into three areas: the page navigation with offer tree A, the main window B and the main navigation C.

Page navigation with offer tree A

Page navigation tab D

The following tabs are included here (from left to right):

Search bar E

The search bar allows you to search for a specific category or a specific offer. It is available in all three tabs (offer tree, archive and recycle bin). It is important to note that the search is always limited to the current tab and is not applied to all three tree structures at the same time.

Arrow controller F

The arrow slider can be used to increase or decrease the width of the page navigation or the main window as required. The page navigation can be minimized or maximized by double-clicking on the arrow slider to create more space in the main window.

Main navigation C

G tab

Clicking on different data records such as participants, offers, bookings and settings opens a new tab in each case. This makes it possible to switch quickly between different data records. If a large number of tabs are open at the same time, a drop-down menu appears (indicated by a downward arrow symbol), which can be used to find other open tabs and close them with a click.

Global search H

The global search allows you to search the entire edoobox account. For example, names of participants, voucher codes, invoice numbers, booking numbers, transaction numbers or offer names can be entered and edoobox returns the corresponding search results.

Quick menu I

The quick menu in the main navigation can be used to quickly create new data records, such as offers, participants or promotional campaigns. Click on the plus symbol and select the desired resource to start the creation process.

Notifications J

The notifications provide the admin with an overview of all notes and open to-dos. By clicking on the plus symbol, a new note can be created and, if required, linked to participants, offers, admins and other data records.

There are standard notifications that can be displayed in the notifications when certain events occur. These include, for example, notifications about the activation of two-factor authentication (2FA) and account funding. If the edoobox account has a negative balance at the next billing date, this will be indicated here.

App menu K

The app menu contains the following menu items (from top to bottom):

Registered Admin L

The admin account with which the user is currently logged in is displayed here. The drop-down menu first displays the user profile of the admin currently logged in. The admin's data can be adjusted here if necessary. If an admin is asked for the support ID when contacting edoobox support, this can be sent to edoobox support by clicking on "Send support ID". If the admin manages another edoobox account, this can be added here. The admin can then switch back and forth flexibly between the two edoobox accounts. Finally, there is the option to log out of the currently logged in edoobox account.

Offer table

Calendar feed URL M

To display edoobox appointments in an external calendar, a calendar feed URL can be generated and subscribed to in the external calendar (e.g. Outlook, Google, iCal).

Export symbol N

Various export options are available in different areas in edoobox. Once the desired information has been added and arranged in the table, it can be exported in three different formats (CSV, Excel or PDF).

Filter symbol O

The filter function in edoobox makes it possible to filter existing tables according to certain criteria and extract the desired data records.

If offers that are already in the archive or in the recycle bin are to be displayed in the offer table, the "File" column can be displayed for this purpose. By clicking on the filter symbol next to the "File" column title, the desired files can be selected to display the corresponding offers.

Link symbol P

Clicking on the link symbol always opens a new tab and the corresponding data record can be accessed quickly.

Tip: Functions of the tables

The table views offer a comprehensive range of functions, which are described in detail in the Tables and export options instructions.

Offer dashboard

Header area with navigation and shortcuts Q

The offer title and offer number are visible in the header area of the offer dashboard. Below this is the navigation and shortcuts for the offer.

Info: Responsive display

In a smaller display (e.g. on mobile devices), the navigation points are only displayed as icons. You can open the page navigation with the offer tree via the burger symbol at the top left.

Property ranges R

The quotation dashboard is divided into different areas. When creating a new quote, the checklist is always displayed, which shows what still needs to be done before the quote can be published. This checklist remains visible as long as the quote is still in draft status. This view changes as soon as the quote has been published and the checklist is replaced by the "Key figures" and "Bookings" areas. In addition, the "Notes" section appears at the bottom of the quotation dashboard.

Tips

In many places in edoobox you will find notes or operating instructions for individual settings. These notes are marked with a question mark symbol and appear when the mouse pointer is moved over the question mark.

Related instructions

• Set up my new edoobox account

• A new offer in just a few steps

• Integration of edoobox

• Get to know the edoobox YouTube channel

• Book a personal online introduction

• Follow edoobox: Linkedin, Facebook, Twitter and Instagram

Keywords for these instructions

View ¦ Dashboard ¦ Naming ¦ Navigation