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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. Additional columns can be added which can then be added to any screen that makes use of grids. This is particularly useful when an export of data is required, as it gives far more control over the information seen.

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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 a column 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

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When a custom column is added, to a specific grid type, it will be displayed on the associated grid when right-clicking the grid column heading and selecting Pick columns, then More

When choosing the associated grid in the Grid Type list, the relevant custom columns will be displayed, allowing

You can also make a custom column be displayed in a grid by default - this is done by selecting the Grid Type - any already added Custom Columns for that type will be displayed - this then allows you to add them to the

selected grid by default

Select Columns list

Adding a new custom column:

In Grid Type, expand the required section and select the relevant grid type where the custom column is to be made available
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 this grid should be available for - All, Sales or Lettings

Select the required Column type

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title	Types explained

The available Type options are listed below with suggestions of how they could be used

Text: useful for general information where the result could contain letters, numbers and characters
List: use this option if the result would contain preset fixed values (e.g.

list

country lists,

checkbox)
Enter the Header as you want it to appear on the grid along with

buying positions)
Date/DateTime: date will work for most instances, few items have a specific time when something was done
If DateTime has been selected and there is no specific time, the correct date and the time as midnight will be shown
Monetary: used for cash amounts of the appropriate currency
Bool: true or false, useful for if certain tickbox options are set and the client would like to see the results
Checkbox: do not use
Numeric: displays numbers only
Timespan: returns the time on datetime values
Datetime is recommended over Timespan
Percent: a numeric value with a percent added to the end - this does not perform any calculation in itself
MultiValueList: list of options which can be searched through - useful where the system stores the information as just a code and returns a text equivalent with string search

Enter the Header - this is the name of the column as it will appear to the users
The header should be meaningful & short
Do not use the percent character (%) in the header, as this causes issues with reports and grid layouts
Enter the 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. Dynamic background colour

A grid can be colour coded to highlight particular entries within it

This feature uses C# code and needs to be configured by Reapit Support

For example, after carrying out a match, hot applicants could be shown in red, cold applicants in blue and general applicants neutral - which could create this format of match list:

4. 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 12

New Version 13

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