To group items in a grid, simply click and drag any column header into the blue header at the top of the grid. To un-group, click the ‘X’ in the box.
To sort or filter the grid, click on the three ellipses to the right of any column header. A drop down list will open with the following sort options:
|Sort Ascending||List the contents from the smallest to biggest or from A to Z|
|Sort Descending||List the contents from the biggest to smallest or from Z to A|
|Columns||Check or uncheck boxes to choose which columns display in the grid.
|Filter: User, Subject, Company, Contact, Project, Type||Choose to have only certain items display or to exclude certain items. You can choose:
|Filter: Start Date||Choose to have only certain items display or to exclude certain items. You can choose:
|Filter: Category, Status||Choose to have only certain items display or to exclude certain items. You can choose:
In the footer of every grid you have buttons to move forward or backwards in the pages of the grid, choose how many items per page you want to see on the grid, and click to refresh the grid. On many of the main grid screens, you can select your groupings and filters and the save it by clicking the Make Sticky button at the bottom. Your saved view will be loaded every time you navigate back to that screen.