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Find guides and documentation for every GlyphFex feature.

GlyphFex Help Center Screenshot of the GlyphFex application showing the Dashboard with entries, pipeline bar, and navigation sidebar

Getting Started

Installation, first launch, project creation, and your first entry.

Entries & Forms

Create entries, configure fields, tags, templates, and attachments.

Dashboard & Views

Card, table, and timeline views with search, filters, and bulk actions.

Configuration

Settings hub, categories, pipeline, custom fields, validation, and rules.

Multi-User & Team

Roles, permissions, LAN deployment, concurrency, and admin requests.

SQL Server Setup

Step-by-step install guide for sharing GlyphFex across your team. 20 minutes, no IT degree.

Workflows

Quote-to-order lifecycle, Shop Floor kiosk, Dashboard views, and exporting data.

My Jobs

Stage-based job routing, personal work queues, team boards, and bottleneck analysis.

Templates

Entry templates with auto-numbering, pipeline association, and pre-filled fields.

Backup & Recovery

One-click backups, automatic safety copies, SQL Server backup, and disaster recovery.

Reference

Keyboard shortcuts, troubleshooting, glossary, and FAQ.

NEW

Smart Quoting

Find the most-similar past jobs by tag overlap and surface a typical hours / price range. Runs locally; never sends data to the cloud.

NEW

Data Feed (Power BI / Excel)

Scheduled folder drop of CSV + JSON files. Power BI, Excel, and your ERP read from the folder. Stable v1 schema.

NEW

Webhooks (Zapier, n8n)

Real-time event push: entry_created, stage_changed, quote_won, ncr_opened, and more. HMAC-signed, replay-protected.

NEW

Live Excel Sync

Clear-and-rewrite multi-sheet workbook that preserves your pivots, charts, and formulas as the data refreshes.