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This guide has been reviewed against our global client base and classed as relevant to all regions

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

All existing functionality exists but with a refreshed look and feel

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

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

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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