Jestor keeps a trash bin that holds deleted records, fields, and views, letting you recover them in case a deletion was made by mistake. Where to access Jestor's trash? The trash is available inside each table, showing that specific table's deletion history, including records, fields, and
Yes. In Jestor, dates used as a parameter in a WhatsApp template default to the ISO format (year-month-day), but can be converted to the Brazilian pattern (day/month/year) using the date-formatting function in the automation. Why is the format conversion necessary? Jestor's date fields
In Jestor, an automation can be configured to trigger a WhatsApp template as soon as a card reaches a specific stage, with no manual action needed from the team. How to configure the stage-change trigger? 1. Create an automation with the "when a card reaches a stage"
In Jestor, this is a configurable choice: the company can let each user set their own menu color, or standardize a single brand color for everyone, depending on what makes the most sense. How does each color-setting mode work? Mode Who chooses the color When it makes sense Individual
The magnetic menu is an option for Jestor's side menu that stays minimized in the corner of the screen and expands automatically when the mouse hovers over it, collapsing again as soon as the cursor moves away. Why does the magnetic menu help with everyday work? Benefit Description
Yes. In Jestor, one of the forms inside an open card can be configured to become read-only, following the process's conditional rules — for example, locking editing as soon as a record is approved. How does this edit lock work? The specific form is marked as read-only,
In Jestor, an open card can have multiple forms side by side, and each one can bring instructions or text blocks that only appear when a specific condition is met, such as a value above a certain threshold. Why use conditionals instead of leaving everything visible? Approach Result Always visible
Jestor's Fleet Management template brings a fleet status chart right on the main dashboard, visually showing how many vehicles are active, inactive, or in maintenance. What does the fleet management panel show? Panel element What it shows Fleet status chart Active, inactive, and in-maintenance vehicles Total spent
Yes. In Jestor's Fleet Management template, drivers registered as platform users can log a new fuel fill-up directly from their phone, with no need for a computer or someone else making the entry. Why add drivers as platform users? Benefit Description Automatic entry in finance Each fill-
Jestor's Task Management With Subtasks template comes with a starter dashboard with indicators for total tasks, open tasks, completed tasks, and tasks past their due date. What does the task dashboard show? Indicator What it shows Total tasks Overall counter Open / completed tasks Separate counters Overdue tasks Counter
Jestor's Sales Force template comes with a starter dashboard with ready-made indicators, including the percentage of sales won in the period and a chart showing sales distribution by customer. What does the sales dashboard show? Indicator What it shows Sales in progress and won Counters at the
In Jestor's Sales Force template, the action buttons on each card change based on the sale's stage — the "won" and "lost" buttons only appear from a specific stage in the pipeline onward. Why do the buttons change by stage? Defining which buttons