Procedures for Grids
The procedures for working with grids are standard across Ajera CRM
Related topics:
- Add (Insert) Information on a Grid
Throughout the Info Center, you add information via grids that display on tabs. - Enable Grouping on Grids
Enable grouping if you want to specify the order of column headers on a grid. - Add, Remove, or Change the Order of Columns in an Info Center List View
In Info Centers that have a List View, you can add, remove, or change the order of the columns that display in the List View grid. - Export a Grid's Data to Excel
You can export data from a grid to a Microsoft Excel spreadsheet file. - Print Grid Information
You can print the data that is currently displayed on an Info Center grid. - Remove an Association from the Associations Grid
When you remove an association between two records, you only remove the link between the two records. You do not remove the records from the database. - Delete Information from a Grid
In most cases, when you delete information from a grid, you only remove it from the grid. You do not delete it from the Ajera CRM database.
Parent Topic: Info Center User Interface