Procedures

Standard grid mechanisms are available throughout Ajera CRM.

Related topics:

  • Customize Grids
    Tweak the appearance of grids to suit your personal preferences.
  • Pin Grid Columns in Place
    Some grids include the option to "pin" one or more columns. This keeps the columns visible as you scroll across the grid to view additional columns.
  • Print Grid Information
    You can print a snapshot of the contents of a grid.
  • Group Rows on a Grid
    Some of the grids in Ajera CRM include an Enable Grouping option, which lets you select a column in the grid and use it to group the rows on the grid.
  • Export Grid Data to Excel
    Export the data in a grid to a Microsoft Excel spreadsheet.
Parent Topic: Working with Grids