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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This article provides a simple overview of how to create custom grids in Reapit Agency Cloud.

A grid can be defined as a screen with column headings (usually offering options to sort/filter/group) showing a list of data; such as the list seen after matching or when running a report.

Customising your grids allows you to fine tune the information being presented to your business or specific roles within it.

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title	Disclaimer

Before making any changes with your Agency Cloud configuration ensure you have read through the guidance provided and that changes are verified. Correction of changes applied that impact the operation of Agency Cloud may incur a charge for our service team to address.

1. Access System Configuration

Click name/office top left of the main menu
Click Configuration
Click System Configuration

The System Configuration screen will be displayed, as shown in step 2

2. Custom Grids tab

Select Custom Grids on the left
Before changing any settings, ensure the Configuration For setting (bottom of screen) is set as required

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title	Advice when using this configuration option

Do not over present grids with lots of data - this can result in a confusing interface and can also impact software performance
Consider the core items that your users would value from seeing ‘at a glance’ and limit your grids to those

Editing a current grid

In Grid Type, expand the required section and select the grid type to edit
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The Organiser option only applies to the legacy organiser screen (not the Power Organiser)
Ensure the correct Marketing Mode is selected below this, i.e. Sales or Lettings

The current columns displayed in that grid are displayed in Select Columns with a tick beside them
From Select Columns, tick (or un-tick) the required options to be displayed (or hidden) from the selected grid
Use the Move Up and Move Down buttons to change the order of the grid columns

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title	Example - change grid columns shown after match

For example, from your match results, you want to always be able to see the matched applicants' contact details in the grid - as this will allow you to export your grid to Excel to quickly create a phone out list

From Grid Type, select Applicants then Match
You also might want to repeat the process, selecting Properties then Match
Ensure the correct Marketing Mode is selected below this, i.e. Sales or Lettings
From Select Columns, tick Telephone / e-mail
Click Save and Exit

Now, after carrying out a match - , the match results will show the applicants' contact details in the far right a column of on the grid - you can then right-click over the grid headings to export to Excel and the applicant contact details will be included in this export

Custom columns

Custom columns added here When a custom column is added, it will be displayed in on the menu seen associated grid when right-clicking the grid column heading and selecting Pick columns, then More

Once added, When choosing the associated grid in the Grid Type list, the relevant custom columns will also be shown in the Select columns section of this screenbe displayed, allowing you to add them to a the selected grid by default

In Grid Type, expand the required section and select the grid type where the custom column is to be added
Ensure the correct Marketing Mode is selected below this, i.e. Sales or Lettings
In Custom columns, double-click Add new
Select the Mode and Column Type (e.g. list, checkbox)
Enter the Header as you want it to appear on the grid along with the required Width of the column
Click the Binding link to select the required field from the database to display and click Accept
Warning
Only select a field that is associated with the Grid Type selected
Where required, click the Sort by link
The Object Explorer will be displayed again (as above)
Choose how you want to sort the data and click Accept

The newly added custom column will now be available to enable in the Select Columns section

3. Save changes

Click Save before exiting the screen

You may need to log-out and back in for the changes to take effect

Versions Compared

Old Version 7

New Version 8

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