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Setting Up Grid Layouts

Creating Layouts on the grid view can help you view your data in an intuitive way that makes sense for your needs.

You can create as many layouts as you need (and even share them with your team) so you can quickly get access to the information you need, when you need it.

Create a new Layout

The easiest way to create a layout is to first set up your grid as desired. Grid settings and options can be accessed by hovering over any of the column headings and then clicking the small cog that appears on the right-hand side.

This will reveal a settings menu that lets you customise your grid. To edit the columns on your grid, select Column Chooser.

This will show a small popup where you’re able to customise your columns. The left list contains all the columns that are available for within the current CRM module. The right list contains all the active columns currently on your grid.

To add a particular column type to your grid, click the heading in the left list, then click the small blue arrow to move it into your active columns list.

Then click Apply.

You’ll notice the newly selected column is now active on your grid.

By clicking and dragging any of the column headings you’re able to re-order the columns so they suit your needs.

Save the Layout

Once you’ve set up your grid with the desired columns in the ideal order, click the small grid icon beside the layout selector in the upper right. Then click New.

This will reveal an Advanced Layout creator. First, choose a name for the layout (something that will be easily recognised when applying the layout later).

Then select whether you’d like the layout to be shared among your team (if you share a layout, other users will be able to implement the layout when they log-in, however, you are the only user who is able to edit the layout).

You’ll then see a list of the active columns, indicated by a green eye symbol on the left-hand side, and inactive columns, indicated by a red eye on the left-hand side. You’re able to use this eye symbol to quickly toggle between active and inactive if you need to make any changes to the columns that you’d like to be visible on your layout.

If you need to reorder the columns on your grid before you save your layout, you can use the arrows on the right-hand side. (Note: the upward arrow will move columns one space to the left on the grid and vice versa).

By clicking on any of the column names, you’re also able to rename the heading that will be displayed on the grid – this might come in handy if you refer to certain data in a unique way and you’d like to make it easier for your team to find what they need.

Once you’ve set up your layout as desired, click Ok.

Apply a Layout

To select the layout, click the reveal the dropdown from the Layout Selector in the upper right and choose your desired view.

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