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Business Record Storage Guide

Let’s get started with using AnyDB to track your business records.

AnyDB makes it easy to store, manage, and organize structured business records in a way that scales with your team and workflows. Whether you're tracking customers, assets, invoices, tasks, or HR data, AnyDB gives you a powerful, flexible foundation.

What is a Business Record?​

A business record is any unit of operational data that your organization needs to track and manage. This includes:

  • Customers and Contacts
  • Projects and Tasks
  • Assets and Inventory
  • Invoices and Payments
  • Employees and HR Files
  • Compliance and Legal Documents
  • Vendor or Partner Details

Step 1: Create a Database​

Start by creating a new Database in AnyDB. Think of this as a workspace to store related business records.

Examples:

  • Customer Records
  • Vendor Contracts
  • Project Tracker
  • Asset Management

Step 2: Use or Create a Template​

Templates define the structure of your records (similar to a schema).

You can:

  • Use one of the 100+ built-in templates (e.g., Invoices, Tasks, Employee Reviews)
  • Or create a custom template tailored to your business needs.

A template defines the fields (cells), layout, and behavior of each record—for example, a project record may have a name, due date, status, and assigned team.

Step 3: Add Business Records​

Once your template is ready, click + Add Item to start adding records. Each item you create becomes a new, structured entry following the template.

You can also:

  • Bulk import from CSV or XLSX
  • Attach files or create child records
  • Link records to each other (e.g., Customers to Invoices)

Use folders to categorize records inside your database, and references to link related records together.

Examples:

  • Link a customer record to all their invoices
  • Link employees to their performance reviews
  • Link an asset to its purchase record and maintenance history

Step 5: Customize, View, and Share​

You can customize:

  • Which fields appear as badges
  • How documents are named (via formulas)
  • Who can see/edit each record

Create views, dashboards, and shared forms to access or collaborate on records securely—with your team or external partners.

Best Practices​

  • Use meaningful template names (e.g., “Q2 OKRs” or “Customer Profile”)
  • Group related records in folders (e.g., “Active Clients” vs “Archived”)
  • Use badges and status fields for quick overviews
  • Lock sensitive cells to prevent accidental edits
  • Link documents for powerful, relational workflows

Ready to Try?​

Try a sample starter data like HR or Client Management to get started.

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Start organizing your business data and workflows today.

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