List Pages (grids)

In all list pages (Applications, Individuals, Finance, Payments & Vendors) these buttons appear in the lower left corner:

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The first one is the Reload Grid button: Selecting this button will reload all of the records in the list (grid).

The Lock button will lock the grid when you desire to save a particular search/sort. When the lock is selected, the same search/sort results will stay locked even when navigating to other areas of the software or logging out. To return to all records in the list, simply select the Lock button again and select the Reload grid button.

To rearrange or hide columns in your grid, select the Configure grid button .

When selecting the Export to Excel button , all records currently in the grid will export to an Excel spreadsheet if Microsoft Excel is installed on your computer.

The Grid Configuration button will allow the user to arrange the Active Columns and to hide or show columns to their preference.

Column Sets:

To arrange Columns: Click and drag the column name in Active Columns to the preferred position.

To Hide Columns: Click and drag a column name from the Active Columns to the Available Columns.

To Show a Hidden Column: Click and drag a column name from the Available Columns to the desired position in Active Columns.

The user may also rearrange columns by clicking and dragging a column heading to the preferred location.

The user may save multiple Column Sets by arranging the Active Columns to their desired positions:

Then, enter a Column Set Name.

Click the Create New Button.

Click Submit button.

To use a saved Column Set, click on the Name of the Column Set and then click the Apply button.

Close the Grid Configuration window to view selected Column Set.

You may also select the View Columns button in the upper right area.

Queries:

Queries may also be created to show selected records with specific parameters in the grid.

To create a Query:

Open Grid Configuration Window by selecting the Grid Configuration button .

Create a Name for the Query and enter in Saved Query Name.

In the first dropdown, select a records type.

In the second dropdown, select the desired action.

In the third box, type in the desired text.

If additional parameters are desired, select Add Group and repeat the above steps until all criteria are entered.

Select the Create New button.

The new query will appear in the Saved Queries column.

To view a query, click on the Query name in the Saved Queries column, then select the Apply button.

Close the Grid Configuration window to view the selected Query.

You may select the View Queries button in the upper right area.

Queries created here will also be used to create custom Charts on the Dashboard. See Dashboard Configuration page for more information.