Every list can have an unlimited number of relations and the Grid view helps you manage them all from one place. This setting presents all valuable information about relations in a specific column layout.
THE GRID VIEW PRESENTS ALL RELATIONS CONTAINED IN ONE RELATION LIST.
ALL IMPORTANT INFORMATION IS AVAILABLE AT ONE GLANCE.
EASY WAY TO SUM UP AND EVALUATE YOUR PROGRESS WITHIN A LIST.
All basic information that helps you classify your relations are there: status, relation owner, date of the latest interaction etc. You can easily adjust your grid to your own needs by managing all the columns. That means that – by just a few clicks – you can:
- move the columns (place the most important ones at front, change the order, switch two particular ones),
- add new ones (you can choose from 4 core types of field and then customize them according to your wants. You can also build your own columns in order to present specific data that apply to this particular list – for example number of kids of you clients),
- edit them (change the name, the type or add new option within a particular field. Whatever you need),
- build filters that will improve your selection and search. Smart searching is extremly handy when dealing a big number of contacts. What we all wish you to happen!
NO MORE NEED TO USE SEVERAL OFFICE TOOLS TO MARK YOU RELATIONS’ STATUS.
ALL YOU NEED IS GRID VIEW CHECK. AND MAYBE A COOKIE.
