Grids
Grids Overview
Grids are one of the primary methods of displaying data in AdvisorEngine CRM. Although the purpose and defaults for each Grid may differ, they all retain similar functionality. Being able to organize the data presented to you in a Grid will greatly ...
Navigating Grids
Grids in AdvisorEngine CRM have basic navigation features to help you move around and view your data easily. Along the bottom of most Grids you will find the following controls. Expand or Compress Vertical View Expanded view will continue the Grid ...
Filtering Grids
The results listed in any CRM Grid may be filtered based on the contents of a column and the criteria you specify. For example, you may wish to view only those Records with a particular Advisor 1, or find Records whose Primary Phone is blank. Adding ...
Grouping Grids
particular column. For example, you could group all Actions by Record Name to see how many Actions each Record has or group all Records by State of Residence to see which clients are in which states. Grouping Grid Contents by a Column Click and drag ...
Sorting Grids
Any Grid in AdvisorEngine CRM may be sorted by any visible column. Click a column header to sort all rows by the contents of that column in ascending order. . Click the column header a second time to sort in descending order. . Click the column ...
Customizing Grid Columns
Choose what data points you see in your grids by adjusting the available columns: Choosing Grid Columns Click the column chooser from the right of most Grids. Scroll or search for the columns you want to select to add. Optional: Click Select None to ...
Creating and Using Grid Templates
If you have used the Grid tools to arrange a custom Grid view that suits your needs, you can save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be quickly recalled later. ...
Changing Grid Defaults
Every Grid in AdvisorEngine CRM has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect ...
Restoring Grids to Default
If you have adjusted your Grid and need to now restore that Grid to the default view, follow the steps below. This can be a helpful step if data is not appearing in a Grid the way it ought to. This view will either be the original system default or ...
Exporting Grid Contents to Excel (CSV)
The current contents of most Grids can be exported to a CSV file for use in Microsoft Excel or a similar program. Apply any Searches or filters desired to limit the data exported from the Grid. Click Export to Excel from the right of the Grid. Your ...