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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
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.
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.
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.
To select the layout, click the reveal the dropdown from the Layout Selector in the upper right and choose your desired view.
