GroveSite's Pre-Built Database Tables


Picture Add Pre-Built Database Page GroveSite offers some pre-built databases for commonly used functionality such as contact management, customer relationship management, and issue tracking. These databases have the fields already defined for so your team can be up and running quickly. Some of the databases also have built-in reports.

Pre-Built Databases

  • Easy Contact Management Used to
  • Easy Customer Relationship Management Used to
  • Easy Issue Tracking Used to
  • Easy Product Development Log Used to
  • Image/Document Discussion Used to
  • Sales Opportunities Used to
  • Vendor Bids Used to

Add Issue Tracking capability for your team!

  • Click Turn on Edit
  • Click [new page]
  • Choose the Pre-Built Database Tables radio button and select Easy Issue Tracking from the dropdown.
    Note: The Table Schema field is IMPORTANT. Unless you have defined your own custom Issue Tracking database, you should use "Easy Issue Tracking".
  • Click Next
  • Fill in the Navigation text as you like, e.g. "Issues," "Project Issues," "Problems We Need to Resolve" etc.
  • Use the Page text field if you want to include brief instructions for your team about the types of issues to be included, or how you wish them categorized.
  • Click Next
  • Select Page security = participants can see and update this page if you want all members of the team to be able to add an issue, or add discussion about an issue already identified.
  • Click Next
  • Position the page within your current page list.
  • Click Finish to save the new page.

To add an issue to the Issue Tracking Database

  • Click [Add a New Issue]
  • Complete the form; fields marked with a red asterisk are required
  • Click Add

To update an existing issue

To change status, priority, or notes, just click the [edit] link to the left of the row and an edit form will appear.

To add discussion/comments

Look for the last column to the right, titled Discuss. For the issue you wish to discuss, click on the text saying Add first posting or N total postings. A pop-up form will appear in which you can add your comments.

To view reports

Click [Reports] in the page options. Choose the report to display from the list of pre-defined reports including Current Issues List, All My Site Issues, All Site Issues for One Person and All Site Issues.


Add Other Pre-Built Databases to Your Site

  • Click Turn on Edit
  • Click [new page]
  • Choose the Pre-Built Database Tables radio button and select the database type from the dropdown.
  • Click Next
  • Fill in the Navigation text as you like.
  • Use the Page text field if you want to include brief instructions for your team.
  • Click Next
  • Select Page security = participants can see and update this page if you want all members of the team to be able to add an item, or add discussion about an item already on the page.
  • Click Next
  • Position the page within your current page list.
  • Click Finish to save the new page.