In Jestor, just create a conditional on the Kanban card's cover, setting a field, button, or piece of information to only appear when the value crosses the configured threshold, like "above 5,000." Why use conditional alerts instead of always showing everything Displaying every piece of
Yes. In Jestor's stock template integrated with Omie, when a product is moved, the system automatically checks which company (tax ID) that product belongs to and links the movement to the correct company. Why this automatic check matters Companies with multiple tax IDs and multiple Omie accounts need
In Jestor, just create a connected-tables field (an N:N relationship) between accounts payable and cost center, letting you select more than one cost center on the same entry, without duplicating any record. Why this relationship avoids duplication A single expense can belong to more than one area, like
In Jestor, the DATEADD function adds an interval of days, months, or another unit to a base date, letting you automatically calculate the due date from a contract's or bill's issue date. Why automate this calculation Manually setting the due date on every record is repetitive
In Jestor, the interest formula multiplies the amount field by a percentage factor — for example, 1.10 to apply 10% interest — using the multiplication operator right inside the formula field. Why this formula is useful Bills paid late usually carry an interest add-on, and calculating that by hand for
In Jestor's mosaic Kanban mode, you can customize the card shape (default, rounded, or square), the information density (normal, compact, mosaic, or compact mosaic), the card size, and the outline color. Why mosaic mode exists When the volume of cards is large, seeing little information at a time
In Jestor, the updates tab that shows a record's change history comes turned off by default, and once enabled, it can be visible to every user or restricted to builders only. Why this restriction exists Not every piece of change information should be visible to just anyone. Some
Yes. Jestor lets you book a free call with the team to set up the account together, on top of the support available during normal platform use. Why this initial support makes a difference Starting from scratch with any system can raise questions about where to begin. Having someone from
As soon as the account is created, Jestor takes the user straight to the Home screen, which already centralizes task management, internal chat, documents, templates, and the option to upload an existing spreadsheet. Why the Home screen brings all of this together Someone just getting started shouldn't need
Yes. Every WhatsApp template used in automations in Jestor needs to be created and approved by Meta before it can be sent, even when the template is created through Jestor's own interface. Why this approval is required The official WhatsApp Business API requires any message sent outside the
In Jestor, dates default to the ISO format (year-month-day). To display a date in a different, localized format inside a WhatsApp template, you need to use the date format function when setting up the automation. Why this conversion is needed Since the date field in Jestor follows the
In Jestor, you can send WhatsApp messages two ways: through an automation button, triggered manually by the team, or through an automatic trigger when a card changes phase — both without needing to code anything. Why have both trigger options Some processes need a person to decide the right moment to