Table of Contents

Introduction Newbase Next

MJA Updated by MJA

1. Log in

To log in to Newbase, you will receive an email from your internal application manager with a link and login details. This link takes you to the Newbase website and you can open Newbase in any browser by clicking on log in at the top right. Or go to www.newbase.nl.

Create a bookmark so you can quickly open Newbase from now on!

After you have opened the link you will see login screen. Here you can log in with the data you have received via email.

2. Support - Help

Via the Newbase application you can easily navigate to our support website where you can find the answer to many questions. Click on your name in the top right and click on 'Help' in the menu.

In the search field you can then type in your question or a keyword.

You can also send our support desk a question by clicking on your name in the top right corner and choosing 'file issue / feature request'.

3. Start screen after you log in

When you start Newbase you will arrive at the start screen. What this screen looks like can differ per person. For example, depending on your role. Newbase can be set up flexibly. You can adjust the color scheme, but you can also adjust screens and create your own menu. In Newbase, the screens are built up with widgets. Widgets are blocks that show information and within which you can enter or change data.

Below is an example of a start screen:

4. User settings

Your name is at the top right of the screen. If you click on your name, a menu will open. Within this menu you can, for example, change widgets, adjust colors (personal), sync mail or create shortcuts. For more information about customizing widgets or creating shortcuts, scroll down. But you can also reach our 'help website' from this menu.

5. Shortcuts

You may want to be able to quickly open the modules that you use most. You can create shortcuts from these modules.

​Click here for more information about shortcuts.

6. Modules

Newbase works with modules, for example Organizations, contacts, Sales Quotes, Sales Invoices, etc. You can navigate to a module in different ways. For example, from the home screen by clicking on a module, using shortcuts, but you can also search for a specific module via the 'module finder'

​Click here for more information about searching for modules.

Work in modules and search for records

As soon as you open a module, you will always first see the start screen of the module. Here you can search for a record.

​Click here for more information about searching.

Click here for more information about saving your own search.

Once you have found a record you will always first see the summary screen. This screen contains various widgets that are useful for you. Which ones you see depends on how this is set up for you or for your privilege group. In some widgets you see you can directly change data by clicking on the pencil icon.

Below and example of a summary screen:

Most likely there are more widgets that you can see in this summary screen.

Click here for more information about seeing the other widgets and modifying date.

Change widgets

Newbase can be set up flexibly. You can easily remove, move, or resize widgets.

​Click here for more information about changing the location of widgets.

​Click here for more information about removing widgets.

Click here for more information about changing the size of a widget.

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