You can now save your grid view preferences in Ventures!

 

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Which Grids?

Which Settings?

Setting up your Preferences

Saving your Preferences

Loading your Preferences

Resetting your Saved Preferences

 

Which Grids?

 

You can save grid preferences for grids on the:

• Loans page
• Leads page
• Tasks page
• Contacts page
• Companies page 
• Payments > Loans page

 

Which Settings?

 

You can save the following settings:

 

1. Column sorting.

2. Column ordering.

2. Column width.

3. Which columns are shown/hidden.

4. How many records are displayed on the page.

 

Setting up your Preferences

 

The first step is setting up your grid preferences to your liking. We will use the Loans Page as an example.

 

1. To adjust the column sorting: 

 

• Click on the heading of the column you would like to sort by.

 

If the column contains text, it will sort it alphabetically. If you click it again it will sort it in reverse alphabetical order. Columns with numbers in it will be sorted from lowest value to highest, click it again to sort by highest to lowest. Date columns will be sorted oldest first on the first click, and with the most recent date first if you click the column heading again. 

 

 

2. To adjust the column order:

 

• Click and hold down your left mouse button on the title of the column you wish to move.
• While holding down your mouse button drag the column to the position you would like to move it to and release your mouse button. The column will drop into place.

 

 

 

3. To adjust the width of a column: 

 

• Position your mouse cursor between the border of two columns. You should see the cursor icon change to an icon with two arrows extending out of it. Click and hold down the left mouse button and adjust the width to your liking.
• Release the button to set the width.

 

 

4. To adjust which columns are shown/hidden: 

• Click the settings icon that looks like a gear. You can find it towards the top right corner of the grid. A drop down menu will appear. In the menu, you will see a list of columns. Columns with a check mark next to them are included in the current grid.
• To add a column click it's name. You will see a check mark appear next to it and it will appear in the grid.
• To remove a column, click it's name in the drop down menu. You will see the check mark disappear and the column will be removed from the grid.

 

5. To adjust how many records are viewed on one page of the grid: 

 

• Scroll down to the bottom of the page. You will see a drop down menu with a number in next to the page numbers of the grid. Use the drop menu to select how many records you would like to see one page of the grid. 

 

 

Saving your Preferences

 

Please note: You can only save one set of preferences PER grid.

 

For example: You can save different preferences for your Loan Grid, your Tasks Grid and your Contacts Grid, however, you cannot save two different setups for your Loan Grid. Attempting to save a second set of preferences will overwrite the previously saved settings

 

Go through and adjust the set up of the grid to your liking. Once you are satisfied with the layout of the grid:

 

• Click the settings icon located in the top right corner of the grid. A drop down menu will appear.
• Click Save Grid Configuration. A confirmation pop up will appear.

 

 

• Read the confirmation message. Click Save.

 

 

Loading your Preferences

 

Now you can navigate away from the grid and continue your work or make changes to your grid view as you continue your tasks. When want to load your saved configuration: 

 

• Click the settings icon located in the top right corner of the grid. A drop down menu will appear.
• Click Load Grid Configuration. A confirmation pop up will appear.

 

 

• Read the confirmation message. Click Load.

 

 

The pop up will disappear and the grid will load the configuration you have saved.

 

Resetting your Saved Preferences

 

If you would like to remove your saved view settings and reset the grid to the default view: 

 

• Click the settings icon located in the top right corner of the grid. A drop down menu will appear.
• Click Reset Grid Configuration. A confirmation pop up will appear.

 

 

• Read the confirmation message. Click Reset.

 

 

Remember this will erase your saved grid configuration for the grid you are on.

 

The pop up will disappear and the grid will load the default configuration.