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 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 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 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 the far right column of the grid - you can right-click over the grid headings to export to Excel and the applicant contact details will be included in this export
Custom columns	Custom columns added here will be displayed in the menu seen when right-clicking the grid column heading and selecting More Once added, custom columns will also be shown in the Select columns section of this screen, allowing you to add them to a selected grid by default In Grid Type, expand the required section and select the grid type where the custom column is to be added 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. 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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