This article provides an overview of the current status of client functions.
As of Release 2025.3
Note: The number of clients a user can access simultaneously is limited to 500. Data from any additional clients will not be displayed.
Logical Client Management Functions | Implemented? |
Assign records to clients | Yes |
Assign dependent records to clients together with the main record | Yes |
Assign multiple records to clients simultaneously | Yes |
Assign user rights to clients | Yes |
Create your own clients | Yes |
As a user, decide in which client new data is created | Yes |
Display available clients for users in the interface | Yes |
Display available clients for users in the user profile | Yes |
Can define class structures for dependent data records | Yes |
Feedback when checking characteristics marked as "unique" | Yes |
System administrators can bypass client rights | Yes |
Configuration of dynamic attributes | Yes |
Use in the eTASK API | No |
Audit of granted permissions | Yes |
Restrict menu filters by client | Yes |
Include in Smart Report Designer | No |
Crystal Reports | Yes |
Dashboard filtering | Yes |
Display client in a list report | Yes |
Multi-client portal functions | Implemented? |
|---|---|
List views | Yes |
List reports (views) | Yes |
Selection fields | Yes |
Comments | Yes |
Documents | Yes |
Excel import | No |
Data record archive | Yes |
BIM Explorer | No |
Publish BIM models | No |
Property Explorer | Yes |
Property cadastre | Yes |
Property Explorer | Yes |
Building Services Explorer | Yes |
eTASK App / Inventory | No |
eTASK App / Service Request | No |
Dashboard | No |
Service list | No |
Quick booking of meeting rooms | Yes |
Desk sharing | Yes |
Resource booking | Yes |
Vehicle booking | Yes |
Catering and room service | Yes |
Deep Links | Yes |
Display dynamic features | Not applicable |
Moving Assistant | No |
Portfolio Map | No |
Property search | Yes |
Desk-sharing calendar | Yes |
Calendar room reservation | Yes |
Calendar Vehicle Booking | Yes |
Meeting Room Booking Overview | No |
Custom Reports / Tree View | Yes |
Service areas of properties | Yes |
Areas of responsibility for agents | Yes |
Leasing / Debit Position | Yes |
Property accounting / Incoming mail | Yes |
Transfer postings | Yes |
Operating cost settlement | No |
Account inquiry | No |
Payment allocation | No |
Cleaning schedule | Yes |
Digital archive | No |
Participant scheduling Training administration | No |
Order Calendar | No |
Maintenance Client selection | No |
Maintenance Contractor Selection | No |
Property selector for maintenance | No |
RegIS integration | No |
Meter hierarchy | No |
Meter groups | No |
Meter invoices | No |
Building Diagnosis Assistant | No |
Data cleansing - Buildings | No |
Data cleansing - Locations | No |
Data cleansing - Companies | No |
Vendor content logical client separation | Implementation in % |
|---|---|
Class structures defined across the portal (dependent data records) | 100 (base business objects / dependency can be defined by the customer |
Class structures as data packages | 0 |
Add clients to list reports | 21 |
Add clients to dashboard tiles | 0 |
Add clients to Crystal Reports | 0 |