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4.4 Grid features |
  
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4.4 Grid features |
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The grid helps you easily find data in a number of ways (ie filter, sort, group, filter by tag, and advanced search). As it also has sum, average, count, and minimum and maximum features, the grid is also useful for many ad hoc reports. All grids in Total Enterprise CRM have the same features.
In most screens, under the ribbon there is a set of tables containing related records. This table is called a 'grid'. On the grid you can see the main details of the record, including who created it and when, and its subject.
To edit any existing record in the grid, double-click on the row to launch an editor form.
A filter is available in every grid with some options to narrow down your search
A filter is also available with some more options to further narrow down your search
The drop-down menu helps you quickly select an item