Organiser grid update (12.165)

Owned by Fiona Wilson, created
Last updated: May 18, 2023
2 min read

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

From AgencyCloud 12.165+, when viewing grids from the Organiser and needing to remove entries (before carrying out further functions), tick boxes are available to allow entries to be removed, individually or in bulk

Prior to AgencyCloud 12.165, it was possible to remove/re-add entries from Organiser grids using the delete key* but, except for the total count being altered accordingly, there was no indication of this on the grid view

This update makes it easier to remove/re-add entries in an Organiser grid while being able to easily identify those that have been removed - removing entries is useful when carrying out other functions available in the grid and some records are not required, such as when viewing properties in the Applicant Preview Display, when exporting the grid contents to Excel or when using Print options (for example to send emails/letters/ texts)

* This function is also available from a list of matched applicants or properties and also from a Power Report results grid - in these grids an 'x' is displayed beside the items which are to be removed
The left/right arrow key or spacebar can also be used to remove/-re-add entries

From Organiser:

  • Right-click over an entry and select Full Results to view a grid

  • Use the boxes on the left to deselect entries not required
    This updates the total count (top right)

  • When choosing another function, the de-selected entries will not be included
    In this example, if selecting Applicant preview display, only 16 properties will be shown
    (with the deselected properties not included in the preview function)

For more information on this feature, click here: