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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.

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 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

    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


 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

When a custom column is added, 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 to add them to the selected grid by default

  • 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 (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

    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


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