Groupdesk Champion Hacks

Tips for Groupdesk superusers

Modules:

Always open the module when attempting to edit a field or add a new record association within that module. To open and close a module, click the ^ in the top right corner.

Closed Contacts Module
Open Contacts Module

Custom HTML in Description Fields:

Some Groupdesk fields allow you to customize the appearance of your text with basic HTML.

What kind of HTML customization can I do?

Paragraphs:

<p></p>
Example with content:
<p>This is a new paragraph block</p>

Line breaks:

</br>
Example with content:
Title of a List
</br>Item 1
</br>Item 2
</br>Item 3

Bold:

<strong></strong>
Example with content:
When you really want <strong>these words</strong> to be bold.

Links to external content:

<a href="https://www.url.com/" target="_blank">Text</a>
Example with content:
<a href="https://www.groupdesk.io/" target="_blank">Visit Groupdesk for More Info!</a>

Which fields allow this customization?

  • Brand Catalog: Terms and conditions

  • Brand Catalog: Display Text: Trip Page Staff

  • Brand Catalog: Display Text: Trip Page Introduction

  • Other Catalog: Display Text (all)

Dynamic Date Field:

When entering any information into a date field, you can enter today or tomorrow and Groupdesk will generate the date accordingly. Examples of other kinds of dynamic dates that work well are:

  • yesterday

  • 10 days from tomorrow

  • 1 month from today

  • 2 months from today

Tooltips

We have begun adding descriptive tooltips to all elements of Groupdesk to increase ease of use, and provide further guidance to our users. We will continue to add tooltips, hints, and helpful content.

To use tooltips, hover over the element you are using. We are adding more tooltips every week.

Increase/Decrease Values with Arrow Keys

Are you looking for How to Clear Your Browser Preferences in Groupdesk?

Increase or decrease your "value" field with the "Arrow Up" & "Arrow Down" key

Example of changing an `Amount` field with up/down arrow keys

How to Hard Refresh Your Computer's Browser:

  • Chrome: A quick hard refresh can be done by using the following shortcut keys:

    • Windows/Linux: Hold down Ctrl and click the Reload button. Or, Hold down Ctrl and press F5. just open the Chrome Dev Tools by pressing F12. Once the chrome dev tools are open, just right click on the refresh button and a menu will drop down. This menu gives you the option of doing a hard refresh, or even clearing the cache and do a hard refresh automatically.

    • Mac: Hold ⇧ Shift and click the Reload button. Or, hold down ⌘ Cmd and ⇧ Shift key and then press R.

  • Mozilla Firefox and Related Browsers:

    • Windows/Linux:Hold the Ctrl key and press the F5 key. Or, hold down Ctrl and ⇧ Shift and then press R.

    • Mac: Hold down the ⇧ Shift and click the Reload button. Or, hold down ⌘ Cmd and ⇧ Shift and then press R.

  • Internet Explorer:

    • Hold the Ctrl key and press the F5 key. Or, hold the Ctrl key and click the Refresh button.