Handbook Notes

1. Notes on the Handbook

This handbook is intended for all brainX administrators and users. It aims to provide clear and precise guidance without unnecessary jargon or redundant repetition. The text structure is logical and follows generally accepted standards. Clear and precise terminology is used to avoid confusion. Descriptions of processes and procedures are presented in a logical sequence.

2. Main Categories of the Handbook

The handbook is divided into the following main categories:

• Introduction → Handbook Notes, General CRM Explanations, Technical Requirements and information on brainX Base/Add-on Packages
• Getting Started → basic settings and configurations for Administrators and Users
• Navigation → information on the Navigation Bar/Main Menu and the structure of the List View and Detail View
• My Preferences → description of the settings in the "My Preferences" area of a user
• Global Settings → description of all settings and configuration options in the Global Settings area
• Modules → detailed information on all modules
• Features/Integrations → description of all features, add-ons and integrations
• Glossary → index of terms including explanations

3. Usage Notes

brainX CRM is available in two versions:

• brainX CRM → user-based version (billing based on number of users + packages)
• brainX APP → SaaS version, all modules/functions are always included (billing based on subscriptions and invoices in the system)

The current handbook is valid for both versions!

3.1. brainX Package Labelling

In the CRM version "brainX CRM", in addition to the base package, there is the option to add further packages. These additional packages offer extended functions and features as well as modules specifically tailored to individual requirements.

In the handbook, pages are labelled with coloured badges corresponding to the packages.

Overview of packages and coloured labels:

Base package:

• Basis → BASIC

Add-on packages:

• Sales → SALES
• Marketing → MARKETING
• Faktura → BILLING
• Service → SERVICE
• Projekte → PROJECTS

3.2. References/Links

References to other sections of the handbook are linked, so the reader can jump directly to that section within the handbook.

Links are displayed in coloured text (usually blue). An example of a link referring to the "My Preferences" section: My Preferences

3.3. Coloured Panels

At various points in this handbook, highlighted content is presented in coloured panels labelled as Info, Warning, Note, Example or Tip:

4. Responsive Design

So that brainX can be used on all devices such as desktop computers, laptops, tablets and smartphones, the software was developed with Responsive Design.

In brainX, four "breakpoints" are defined, at which screen widths (in pixels) the display adapts to the device:

• ≤ 767px (Mobile)
• ≥ 768px (Tablet)
• ≥ 1024px (Monitor, Laptop)
• > 1440px (Monitor 2K, Laptop 2K)

List view of the Organisations module

5. Searching the Handbook

To search the handbook for specific topics or terms, use the search function. The search field is located at the top of every page.

6. Demo Data

A demo system with numerous records and demo data was used to create the screenshots.

This data is of course not real, for data protection reasons!

The names, addresses, phone numbers, images, etc. used are entirely fictional data, which is however required for creating the screenshots.

7. Handbook Language

This handbook is available in both German and English. The preferred language can be selected at any time using the language buttons in the top-right corner of the header.

8. Handbook Feedback

Have you spotted an error, found an outdated screenshot, or would you like to suggest an improvement? At the bottom of every handbook page you will find the link "Send feedback".

Clicking it opens a form where you can provide the following information:

• Category – Type of feedback (e.g. error in documentation, suggestion for improvement, content unclear, missing topic, incorrect screenshot, outdated information)
• Description – Description of the issue or suggestion (max. 1,000 characters)
• Name and email – optional, in case we have follow-up questions

The URL of the current page is automatically included, so we can assign your feedback directly to the relevant page.