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.
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Click the column header a second time to sort in descending order.
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Click the column header a third time to clear the sort.
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Grids Overview
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Navigating Grids
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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
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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 ...