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As part of the new user interface (UI) project, the following screens have been redesigned in 12.156 157 to bring them in line with previously redesigned screens

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Pick columns screen

The pick columns screen, seen when adding columns to grids in AgencyCloud now uses the new UI format

From a grid:

  • Right-click over grid column headings, select Pick Columns and click More

  • The screen uses the new UI format

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Info

A grid is a screen in AgencyCloud that shows data in columns - grid features include:

  • click column headings to sort the data in ascending/descending order

  • click to the right of the column heading for options to filter and/or group the data

  • right-click the columns for some/all options shown above (dependent on the grid in use)

  • changes to grids can be saved via the right-click option (shown above)

Area setup

The area setup screen now uses the new UI format

  • Click your name/office at the top of the main menu

  • Click Configuration and select Setup Areas

  • The Area Setup screen uses the new UI format

Info

The area setup screen is one of several configuration areas within AgencyCloud where access can be given to authorised users - for more information on using this screen, see this guide:
Areas - how to add & manage

For more information on further areas within AgencyCloud where access can be given to authorised users, see this page: Self service configuration options for AgencyCloud

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