When viewing Organisations, Contacts, Candidates, Vacancies in a grid and Applications in Tab view, you have the option of switching between Simple and Detailed view.
Switching between view modes allows you to decide how much information should be displayed about each record, and you have the option of editing the layout of each grid, customising your experience further.
View Modes
Simple View
When seen in Simple View, records are displayed as single rows in a table.
As a default, a limit of 10 rows per page will be applied, but this can be set within the toolbar (enter from 1-100).
There is a limit of 10 columns/fields that can be displayed in the Simple view. These can be changed or rearranged using the Layout button.
Detail View
Switching to the Detail view converts each row of the grid into a mini-preview of each record.
In addition to displaying a greater number of fields (24 fields spread across four columns), the detail view includes the Record Bar for each record along with quick access to useful tools.
Sorting the Grid
Whether you're using the Simple or Detail view, you have the ability to sort your grid by two fields at the same time.
At the top of the grid you'll find the two sorting drop downs - Sort By and Then.
Combine the two sorting options to quickly group together records by similar fields. For example, you could sort Candidates by Preferred Location then Name, or Vacancies by Organisation then Hiring Manager!
🤓 Tip when using the simple view, you can quickly sort the grid by clicking the column headings.
Layout Manager
The layout of both the Simple and Detail view can be changed by clicking Layout This will open the Layout Manager tool.
At the top of the screen you'll find the current layout.
When in the Simple view, you'll be presented with a single column that can hold up to 10 fields.
When using the Detail view, you'll be shown four columns that can hold up to 24 fields in total. It is recommended to evenly distribute all 24 fields across the four columns, but all 24 can be added into a single column if you wish.
Beneath the current layout you'll find the fields that can be added to your layout - simply locate the field to add then drag and drop to your preferred location on the current layout.
🤓 Tip if you can find the field you're looking for straight away, press CTRL+F on your keyboard to open your browser's Find window, then search for the field by name.
🤓 Tip The different colours represent the different field groups within the record where that information resides. For example, when editing a Vacancy grid layout, blue fields are found within the Details field group with green options found in Additional Details.
Copying another user's layout
If a colleague has a layout you'd like to replicate, you can do this manually be dragging and dropping fields around.
Alternatively, scroll to the bottom of the layout manager and use the Copy Settings from User drop down - select the user's layout you'd like to copy from the list and click Save. Having confirmed you'd like to copy this layout, the manager will refresh displaying the copied layout.
📌 Note When copying another user's layout, if the original user makes any changes to their layout these will not be replicated on your layout - you'll need to copy the layout again.