Using data grids
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Using data grids
 
Choosing a data grid layout
Finding a record
Sorting data in a grid
Using the Show Filter Row with grid data
Using the Column Filters window with grid data
Working with columns
Grouping data in a grid
Exporting data
Printing data
Saving or deleting a data grid layout
The system frequently displays data in the form of a spreadsheet-like grid. In CRMRight there are two types of grids:
Data entry grids
In some data entry windows, users make entries in fields that are arranged in columns. Each line of data in the grid represents a detail that belongs to the record the user is viewing or updating.
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You can configure the display in any of the following ways.
Working with columns
Applying conditional formatting
Record retrieval grids
Other grids are used only for record retrieval. You cannot use them to enter data.
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For example, the Scroll Orders window consists of a grid that lists orders.
You can configure the display in any of the following ways.
Sorting data in a grid
Using the Show Filter Row with grid data
Working with columns
Grouping data in a grid
Changes you make to the display remain in effect only until you close the window. To keep them, save the modified layout.