Learning Center
How can we help?
Full Site Search

Elective Courses

Progress: 0/19
sneakyCharactor
Customizing Layouts and White-Labeling Your Database
Customizing Layouts and White-Labeling Your Database
In Ragic, you can adjust many aspects of your database to suit your company’s needs and increase brand awareness. By creating customer-facing forms and customizing database settings comprehensively, it will be much more appealing to your clients and employees.

6 mins

Continue Reading
sneakyCharactor
Applying Formulas
Applying Formulas
In this lesson, we will tell you how to apply formulas to calculate order amounts. Besides, we will also demonstrate the basic String Formula and the Conditional Formula.

6 mins

Continue Reading
sneakyCharactor
Configuring Approval Flow
Configuring Approval Flow
Instead of distributing hard copy forms to multiple people for approval, online approvals are enabled in Ragic to ensure you have proper documentation and save time.

7 mins

Continue Reading
sneakyCharactor
Managing Feature Access Settings
Managing Feature Access Settings
For every Ragic feature, you may configure its Feature Access Rights for every user group. For instance, you can only allow the "Manager" user group to export or delete records.

2 mins

Continue Reading
sneakyCharactor
Backing Up and Restoring Data
Backing Up and Restoring Data
All Ragic databases are backed up automatically on a daily basis. However, it's still recommended to save a manual backup before making major design changes, which is restorable if needed. Let's walk you through how to do it!

3 mins

Continue Reading
sneakyCharactor
Searching and Filtering Records
Searching and Filtering Records
We provide many different ways to search and filter records. In this course, you will learn the differences between these methods.

5 mins

Continue Reading
sneakyCharactor
Creating Relationships Between Sheets with Link and Load
Creating Relationships Between Sheets with Link and Load
Have you had a hard time copying and pasting data from one sheet to another? Do you have a problem with duplicate entries or managing information because the data isn’t standardized? With Ragic, data entry can be faster and more flawless with our Link and Load functionality!

5 mins

Continue Reading
sneakyCharactor
Creating Role-Based Sheet Interfaces with Multiple Versions
Creating Role-Based Sheet Interfaces with Multiple Versions
In some cases, you may want to create different versions of the same sheet to allow different groups of users to view different versions. For example, the "Employee Information" sheet used by the HR group contains all detailed information, while the "Phone Book" version only displays general contact information.

4 mins

Continue Reading
sneakyCharactor
Creating New Sheets from Subtable Records for Line Item Analysis
Creating New Sheets from Subtable Records for Line Item Analysis
Subtables are extremely useful for handling one-to-many relationships in your sheet. However, there will be times that you want to combine all Subtable data into a new sheet. The "New sheet from Subtable" function is a quick and easy way to do this.

4 mins

Continue Reading
sneakyCharactor
Organizing Customer Purchase Histories with Reference Subtables
Organizing Customer Purchase Histories with Reference Subtables
Reference Subtables in Ragic can help you manage your data more effectively by displaying related data from other sheets. For example, in the "Client Information" sheet, you can view all historical quotations and orders related to each client.

4 mins

Continue Reading
sneakyCharactor
Converting Records to Another Sheet
Converting Records to Another Sheet
The Convert Records button can help you to post some data values in an entry from one sheet to another. For example, you can convert "Quotations" to "Sales Order" or "Purchase Requisition" to "Purchase Order".

8 mins

Continue Reading
sneakyCharactor
Updating Field Values
Updating Field Values
Sometimes you might want to update field values on a record without manually inputting the values, especially when it must be done repetitively. For this, you can create an Update Values Action Button, which will run an update for your record without manually editing it.

6 mins

Continue Reading
sneakyCharactor
Updating Inventory with Values from Another Sheet
Updating Inventory with Values from Another Sheet
You might want to update field values in sheet A's records according to the values in a record from sheet B. For example, you may want the "Sales Order" sheet's issuing goods data to update the product inventory. To achieve this, you can create an Update Value on Another Sheet Action Button.

6 mins

Continue Reading
sneakyCharactor
Sending Record Details via Custom Email Buttons
Sending Record Details via Custom Email Buttons
You can create e-mail templates and saving them directly on your sheet design. This will allow users to send out e-mails that containing entry values saved in your database. For example, one can send order confirmation details to customers or purchase receipts to vendors.

5 mins

Continue Reading
sneakyCharactor
Sending SMS Message
Sending SMS Message
Workplace communication no longer depends solely on email. Notifications are often sent instantly via SMS. With the Send Instant Message Action Button, you can convert record data into customized messages and send them to designated users with a single click, making communication faster and more efficient.

5 mins

Continue Reading
sneakyCharactor
Sending Reminder Emails Automatically
Sending Reminder Emails Automatically
You can set Reminders in Ragic, which are triggered automatically by the values in the date fields on your Ragic sheets. For example, a reminder e-mail will be sent to the entry creator on the expected delivery date in "Sales Order".

5 mins

Continue Reading
sneakyCharactor
Importing and Exporting Data with Excel
Importing and Exporting Data with Excel
Ragic provides import and export features, allowing you to quickly import existing Excel data into a database and export data as needed. This lesson will show you how to use these features.

9 mins

Continue Reading
sneakyCharactor
Creating Reports
Creating Reports
In Ragic, you can generate many different reports, such as dashboard reports, line graphs, calendars, etc. They are handy for you and your users to see the big picture and analyze your data.

5 mins

Continue Reading
sneakyCharactor
Generating Custom-Formatted Files in Word, Excel, PowerPoint, PDF, and Images
Generating Custom-Formatted Files in Word, Excel, PowerPoint, PDF, and Images
If you frequently need to export data into fixed format documents, for example quotations, orders, contracts, or product specifications, Ragic’s Custom Print Reports feature makes it easy. You can export data as PDF, DOCX, PNG, XLSX, or PPTX files and freely design the layout.

10 mins

Continue Reading
✕
Loading...

Start Ragic for free

Sign up with Google

Product
Pricing
On-Premise
Security
Ragic Features
Compare

Resources
Learning Center
Webinars
Case Studies
Partner Program
Educator Program
FAQ
ERP Basics
Use Cases
Sales
Inventory
Purchasing
Production
Barcode
Human Resource
Project Management
Marketing
Finance & Accounting
Support
Administration
MIS
R&D
About Us
Ragic Quick Guide
Why We Created Ragic
Blog
Community
What's New?
Contact Us

Download on the App Store
Get it on Google Play
Ragic, Inc.
1-888-666-8037
Terms of Service | Privacy Policy