Grids
Grids Overview
Grids are one of the primary methods of displaying data in AdvisorEngine CRM. Although the purpose of each Grid may differ, they all retain similar functionality. Being comfortable with organizing 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 in whatever manner you need. Along the bottom of most Grids you will find the following controls: Expand or Compress Vertical View Expanded view will ...
Filtering Grids
The results listed in any AdvisorEngine 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 ...
Grouping Grids
Grids may be shown in a view that groups together like data from a 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 ...
Sorting Grids
Any Grid in AdvisorEngine CRM may be sorted by any visible column. You can only sort by one column at a time. 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 ...
Customizing Grid Columns
Each Grid in AdvisorEngine CRM has a default set of relevant data columns shown. Most grids have many more columns of data available than what displays by default. Using the Column Chooser, you can find and select exactly the data points you need 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 helpful if data is not appearing in a Grid the way it ought to. This view will either be the original system default or whatever ...
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. When you export, all visible data across all pages of the Grid are exported. Prepare your data for export. Use Searches or filters, ...