Overview
In serviceminder, a Grid refers to an interactive list or spreadsheet. These are pages that can contain vast amounts of data but deliver it in ways that make it easy to search, filter, and perform an action such as sending an email campaign or removing a tag.
The image below shows the Proposal Grid.
There are several pages that contain Grids. The four most used are:
- Contacts Grid
- Appointments Grid
- Proposal Grid
- Invoice Grid
This article will cover all the things you can do with any grid.
Settings and Navigation
Navigating to the different grid pages are as follows:
- Contacts and Appointments grids - located in the top blue menu
- Proposal and Invoices grids - located in the side panel under Snapshots
Each grid has corresponding Permissions for Users. You can Grant or Deny a User these permissions by going to Control Panel > Users > Edit > select the Permissions tab.
This example shows the permissions for the Appointments Grid.
Sorting Grid Columns
You can change the order of the columns by clicking on the header and dragging the column to the new position. Arrow markers will display between the two columns where the column you are dragging will be moved to. You can also change the width of the columns by clicking on the divider line between two columns and dragging left or right to change the width of the column to the left.
Drag and Drop
You can change the order of the columns by clicking on the header and dragging the column to the new position. Arrow markers will display between the two columns where the column you are dragging will be moved to. You can also drag and drop column headers to resort the grid to your preferences. You can also change the width of the columns by clicking on the divider line between two columns and dragging left or right to change the width of the column to the left.
Alphabetical Order
All grids have a default sort order, typically the Name or a pertinent date column. You can sort by a different column by clicking on the column header. Clicking once will sort the column in ascending order. Clicking a second time will sort descending. A small arrow indicator will be displayed in the header to indicate the sort order.
Fix Columns
Right click on the column header to see the "Fix" option appear. Hover over it to see the secondary options of "Left" or "Right". This means you can freeze the columns at the left-hand side or the right-hand side of the grid.
Search Icon
Clicking on the magnifying glass displays additional filtering options. Or you can click into the search box next to the icon and just start typing and the tool will help you find what you're looking for.
Calendar Icon
Clicking on the calendar icon lets you filter by a certain date range.
Column Chooser
In the top-right corner of the page, there are buttons for various actions. To get started, organize the columns the way you would like. Click the Column Chooser button and select the fields that are most helpful, but you can change this at any time. Your "Default" view will be remembered.
When you select or deselect options, the Grid will automatically update.
Actions
The Action button allows you more options like Tagging Contacts or Removing Tags. Depending on which grid page you are on, the type of actions you can perform may be different than what is shown on this example image.
For instance, on the Contacts grid you can:
The Add tag... option enables you to add tags to all contacts in the result set (meaning that contacts that you've filtered out are not affected).
The Remove tag... option has the inverse functionality of Add tag....
The Launch Email Campaign option allows you to create an email campaign with all contacts in the result set targeted.
The Generate Proposals option allows you to send proposals to all contacts in the result set.
Saving Views
Create a shortcut for a grid that you’ve organized with specific views. All grids have the option to save "Custom Views" and also to update, by user, the "Default View" so a user or a team can easily access the grid information they find most important.
You can create and save as many Views as you would like for Proposals, Contacts, Invoices, and Appointments. Wherever you see the blue Views link, you can use this functionality.
You can even Save these views in your Navigation panel for easy access. Click on Views and check the Shortcut box.
Then it will appear in your Shortcuts section.
FAQs
Is there a way to display contacts in alphabetical order?
If you click on the column header "Name", it should sort by alphabetical order by ascending. If you click it a second time it will sort by descending. The arrow indicator on the right side of the column will indicate which setting it is on (up or down arrow).
Do custom fields show?
Yes, if you have custom fields attached to your Contacts, they can be displayed on this grid to assist with adding tags, emailing, or sending proposals.
When I use filters, will this page remember my settings if I exit the Contacts Grid?
For the top filtering options, yes, the Contacts Grid will remember your prior settings. However, there is a better way of making sure that your specific views are saved. If you look at the bottom of the screen under the Contacts Grid, you will see options for “Views”. You can specifically organize everything the way you want it and save it as a “View”. You can also edit the “Default” view.
