Personalising your Grids

Grids are a fantastic way for searching, sorting, finding and reporting on multiple records.  They are an easy way to display and manipulate multiple records.  To access your grid hover over the relevant option in the top menu and select grid from the drop down. 

There are three sections to a Grid:

1. The Tool Tip

Keep focus of the record irrespective of the record you’re on.

As you hover over information in the grid section (section 2) the information in the information panel (section 1) changes.

2. The Grid Section 

The grid section allows you to manipulate the records to display the selection you require.

The grid is used to sort, order and filter your records using the filter boxes at the top of each column.

3. The Action Menu

These are the work flows that’s can be accessed from any Grid or Form.

The Action Menu can be accessed in 2 ways:

More: 

Grid Tips

Ordering Grids

Filtering Grids

Column Picker BETA