Apps in a base
Each base adds the apps it needs. They share the base’s data and people.
Add apps
Open the base and choose Add apps. Your plan decides which apps are offered.
Arrange the sidebar
- Drag apps into the order you like: the order is the base’s, for everyone.
- Each app shows its first three pages, the others under More. Pin a page to keep it in sight, or move it under More.
- In Preferences › Sidebar, lock its items in place, and show or hide shortcuts, messages, app menus and counts.
App settings
Each app keeps its settings in the base’s Settings › Apps: its currency, its options, its lists, and who opens it. A base can rename an app too.
Lists you can change
Many apps let a base keep its own lists: the CRM’s deal stages and lead sources, HR’s hiring stages, Helpdesk’s priorities. Rename items, color them, drag them into order, add your own, or go back to the app’s. What the app relies on, such as a won or lost stage, stays.