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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 add custom grids in Reapit Agency Cloud.

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

Customising your grids allow you to fine tune the information being presented to specific roles within your business and/or throughout.


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

Advice for 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 staff would value from seeing ‘at a glance’ and limit to those
Editing a current grid
  • In Grid Type, expand the required section and select the grid type to edit

    The current columns displayed in that grid are displayed in Select Columns with a tick beside them

  • Tick or un-tick the required options


For example, ???????


Custom columns
  • This section allows standard fields, not available by default, to be selected through to selected grids

    Examples are shown in the screen above
  • Click Add new 





3. Save changes

  • Click Save before exiting the screen

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


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