Grid Definition

Certain search screens (e.g., the Profile, Accounts, Contacts, Activities, Potential, Business Block, and Events search screens and the Profile History screen) use grids to display the results from the filter or search criteria you entered. On any of these search screens, right-click in the column header area of the search grid to customize the grid.

Select Modify Grid. The Grid Definition screen appears.

Note: If Modify Grid is not available, select the Save Grid option and close the screen. When you re-access the screen, the Modify Grid option will be available.

Search Criteria

Note: The search criteria available to you depends on the search screen from which the Grid Definition screen was accessed.

Search Grid Definition For: Choose a radio button to specify the scope of the grid definitions you wish to configure.

User. Customize for the current user. The currently logged on user is shown to the right. This is the default. The grid definition changes will only affect the logged in user.
Group. Customize for a user group. When this option is selected a field appears to the right. Select the down arrow to choose the user group for which you wish to customize the grid. The grid changes will affect all users in the selected user group. If a user has created their own grid definition, that will override a definition customized for the group.
Property. Available if the OPP_MHOP Multi-property add-on application license is active. When this option is selected a field appears to the right. Select the down arrow to choose the property for which you wish to customize the grid. The grid changes will affect all users in the selected property. If a user has created their own grid definition, that will override a definition customized for the property.

Default Color. A color definition, if condition colors may be attached to this search grid. Select the ellipsis button to go to the Grid Color Maintenance screen. See Color Maintenance for details.

Grid

Note: The fields available to you depend on the search screen from which the Grid Definition screen was accessed.

Position. Order in which this field will appear on the search grid. You may directly edit this field.

Column Name. Name of the field in the database. View only.

Column Title. Name of the column when viewed in the search grid. You may directly edit this field.

Data Type. Data type for this field: CHAR = Character, INT = Integer, DATE = Date. View only.

Width. Width of this field in characters. You may directly edit this field.

Editable. An X in this column indicates that the field is editable in the grid. You may select this option by directly clicking in this field. When accessing this screen via the Account Search, Contact Search, Activity Search, Potential Search or Business Block Search screens, the Editable column is not accessible and will not display.

Visible. An X in this column indicates that the field is visible in the grid. You may select this option by directly clicking in this field.

Grid Preview Section

This is a preview of how the grid actually displays using the column criteria defined on this screen. Changes are displayed once the Save button is selected.

Editing Column Definitions

To modify field definitions, highlight your choice on the Grid Definition screen and select the Edit button. The Column Definition screen appears. (Certain fields may be directly edited from the Grid Definition screen.)

Provide the following information, then select the OK button.

Note: Some options may not be available depending on the specific search screen for which you are configuring columns. Unavailable options are grayed.

Position. Enter a number to indicate the order in which this field will appear on the search grid.

Column Name. The name of the field in the database. View only.

Column Title. Enter the name of the column when viewed in the search grid.

Data Type. The datatype for this field: CHAR = Character, INT = Integer, DATE = Date. View only.

Editable. Select this check box to make the field editable in the grid.

Visible. Select this check box to make the field visible in the grid.