Custom grids

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.

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, 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 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 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 In Custom columns, double-click Add new Select the Mode this grid should be available for - All, Sales or Lettings Select the required Column type 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. country lists, 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 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

Custom grids

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