In Jestor's sales force template, contacts, companies, and products live in independent registries, each with their own filters and form, connecting only when it's time to log a sale. Why separate these registries Mixing contact, company, and product into the same table makes maintenance harder: a
Yes. In Jestor, if there's more than one document attached in the configured field, the form automatically displays every PDF in sequence, one below the other. Why this is useful Some processes require checking more than one document at the same time, like a contract and its attachments,
Yes. In Jestor, the PDF viewer embedded in the form lets you flip through pages, zoom in, and use other reading tools without leaving the card or opening a new browser tab. Why this improves the workflow Before, viewing an attached PDF meant downloading the file or opening it in
Yes. In Jestor, you can use an existing app or table as a base and ask the AI to create a new version with specific adjustments, instead of building everything again from the start. Why this option saves time Often the team already has a similar process running, but needs
In Jestor, you can describe a process in text and the AI generates a working app — with a table, fields, and automations — in a few minutes, without having to build every element by hand. Why this changes the pace of SMB operations In lean teams, waiting days for an internal
In Jestor, scrollbar size options for Windows mouse users are found under Settings, in the Appearance tab, within each user's preferences. Why this option exists Windows users who navigate with a mouse instead of a trackpad often find it hard to click and drag very thin scrollbars, especially
In Jestor, every payment request is linked to a cost center, and that link automatically determines which person needs to approve that request before it's posted as accounts payable in Omie. The problem this integration solves Without a clear approval-tier control, anyone could post a payment without
In Jestor, the card format displays the connected record's information purely for viewing, while the superform lets you edit and save data directly from that screen, without needing to open the connected record. Why this difference matters Each process has different needs — sometimes the team just needs to
In the example Jestor showed, you can view up to three levels of connected records right from the card — an item connected to a PO, which is in turn connected to a customer — with no fixed technical limit publicly stated for the number of levels. Why seeing several levels at
In Jestor, just paste the link into the embed block field: the system itself shows right away whether that link can be displayed inside the form or not. Why this simple check matters Not every site allows itself to be embedded inside another page, for security reasons set by the
In Jestor, you can embed maps, YouTube videos, spreadsheets, slide decks, and scheduling links, among other things, directly into the form. Why embed content right in the form Without this option, the team has to switch tabs to check a quote, watch an explainer video, or book a meeting, which
Yes. AI-generated PDFs in Jestor can be used both for internal reports and for sales proposals sent to customers, with a logo, brand colors, and a custom style. Why this flexibility matters Many companies need two types of documents: a simpler one for internal use and a more formal