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MesyGuide

Lay records out in a Space

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A Space is your own screen, made of boxes called panes that you pick and arrange. A list of deals can sit beside the deal you’re working on, with its notes and your tasks next to it. Click Spaces in the sidebar, or type “Spaces” in the search box.

A Space with two panes: a list of deals, and the deal picked from it.

Add a pane beside another

Section titled “Add a pane beside another”

A record is one entry in Mesy, such as one customer or one deal. A record type is a kind of record, such as Contacts, Companies or Deals.

At the top of Spaces is a strip labelled Drag to add. It has one button for each record type, such as Deal, and a Tasks button under Tools. The first time you open Spaces, it shows a list of the first record type in that strip, such as Contacts.

To add a pane:

  1. Drag a button, such as Deal, from the strip over a pane.
  2. Keep holding and move it towards the pane’s left, right, top or bottom edge. That half of the pane is highlighted.
  3. Drop the button. The pane splits in two, and a list of deals fills the highlighted half.

To show something else in a pane, drop the button in the middle of the pane instead. The new list replaces what the pane showed.

If your Space is empty, it shows “Build your space” and a dashed box. Drop the button there to add your first pane.

Switch a pane between list, board and stats

Section titled “Switch a pane between list, board and stats”

A list pane’s header shows the record type, how many records it has, and three view buttons. Point at a button to see its name.

  • List shows your records in a table.
  • Board shows your records as cards in columns. Each column is a stage. A stage is one step in your pipeline, the steps a deal moves through, such as Qualified, Proposal and Won. Drag a card to another column to move it to that stage. See Work a pipeline on the kanban board.
  • Stats shows a Total of every record. With a pipeline, it adds a By stage count. If the pipeline tracks an amount, such as a deal’s value, it adds Open (loaded) and Won (loaded). The stage counts and amounts add up only the first 200 records, the most a pane shows. Open (loaded) leaves out records in the pipeline’s won and lost stages.

In List, you change values and add records the same way as in your main list. See Add and edit records.

A list pane shows the same columns as your main list for that record type. To change them, click the columns button in the pane’s header. See Choose columns and page size.

Open a record beside its list

Section titled “Open a record beside its list”
  1. In a list pane, click a record’s name in the first column. On a board, click the card instead. Mesy opens the record in a new pane on the right, titled with its record type, such as Deal Detail.
  2. Click another record in the same list. The record pane shows that record instead.

The record pane has the same tabs as the panel that opens when you click a record in your main list. You can change fields there. To delete the record, use the More actions menu at the top right. If you delete it, the pane closes. The pane has no previous, next or full-page buttons. See Work a record for what each part does.

See a record’s notes and activity

Section titled “See a record’s notes and activity”
  1. In a list pane’s header, click the button whose hover text reads “Show notes & activity”. A Notes & Activity pane opens beside the list.
  2. Click a record in the list, or a card on the board. The pane shows that record’s notes, with a box to add one, then its Activity.

If no record pane is open yet, the record also opens in its own pane beside the list. Click the same button again to close the Notes & Activity pane.

Keep your tasks in view

Section titled “Keep your tasks in view”
  1. Drag the Tasks button from the strip into your Space. The pane opens on Mine.
  2. At the top of the pane, click Mine, Overdue or All to change which tasks it shows.

Mine shows tasks assigned to you, including finished ones. Overdue shows unfinished tasks past their due date, including other people’s tasks that you can see. All shows every task you can see, such as tasks linked to records you can open. Each shows up to 50 tasks, newest first.

Tick a task to complete it. Untick it to reopen it. From the row you can also assign the task, link it to a record or delete it. See Create and track tasks for more.

Move, resize and close panes

Section titled “Move, resize and close panes”

To move a pane:

  1. Drag the handle at the left of the pane’s header. Its hover text reads “Drag to move pane”. On a record pane, drag the title instead, such as Deal Detail.
  2. Drop it in the middle of another pane to swap the two, or near that pane’s edge to place it on that side.

To resize, drag the line between two panes. Only those two panes change size.

To close a pane, click the X at the right of its header. The panes left in that row or column share out its space.

Come back to your layout

Section titled “Come back to your layout”

Mesy saves your layout in this browser, for each workspace. It comes back when you return, but it doesn’t follow you to another computer or browser.

Each pane shows the latest records when it opens, and only records you can already see elsewhere in Mesy.

Use Spaces on a phone

Section titled “Use Spaces on a phone”

On a phone or a narrow window, the panes stack one under another, and you can’t resize them. On a phone’s touch screen you can’t drag buttons or panes either. An empty Space on a phone shows “Open Spaces on a larger screen to build a multi-pane layout.”

There, a list pane shows each record as a card. Tap a card to open the record and change it there. You can’t edit values, add records or resize columns in the list.

If something doesn’t work

Section titled “If something doesn’t work”
  • When Mesy can’t load a record, for example because someone deleted it, the pane shows “This record no longer exists.” Click another record in the list, or close the pane.
  • If the count in a list pane’s header is bigger than the rows you see, that record type has more than 200 records. Open its main list from the sidebar to see them all.
  • If a list pane has no Board button, that record type has no pipeline.
  • If clicking a row doesn’t open the record, click the record’s name in the first column. Clicking any other value selects it or lets you change it.