On-Grid Column Actions
Reordering: Click and drag a column header to move its position in the table.
Combining Columns: Grab the Grid Handle (left side of the column) and drag it over another column to merge them. This is useful for grouping multiple similar entities (e.g., 10 separate GRATs) into a single column view.
Splitting Columns: Combined columns can be split back into individual entries via the column settings.
Column Organization
Within the Data Configuration Modal, users can choose between two primary organization styles:
Inside/Outside Taxable Estate: Automatically splits owners based on their estate status. While you cannot add new groups to this hard-coded model, you can still hide specific owners or change group colors.
Custom Column Groups: Allows you to create groups regardless of "Inside/Outside" status. You can mix different owner types into a single custom column group.
Search and Filtering
Quickly refine your view to focus on the data that matters most:
Search: Use the search bar to instantly filter the entire table by specific asset names or owners.
Quick Filters: Use the filter menu to toggle the visibility of specific owners or asset types on the fly, avoiding the need to enter the full configuration modal.