How to use the grid and column view options in the CRM

Any grid or table from the main grids which you see in the Nexus platform can be altered to suit your own personal preferences. You have the following options.

• Select which columns to be displayed
• Select the size and order of the columns
• Pin columns left or right
• Apply filters to individual column data

Hover the mouse over the right hand side of any column to access the menu

How to select which Columns are displayed

• Click into the Column selection section.
• Check the boxes for the columns you want to be displayed.
• Click another tab in the left hand menu to save your new column selection as the default.

How to alter the size and order of the displayed columns

• Hover the mouse over the edge of a column and drag to change the width
• Click another tab in the left hand menu to save your new column widths as the default.

• Change the order by dragging the column itself
• Click another tab in the left hand menu to save your new column selection as the default.

How to pin a column to the side

• Select to Pin Left or Pin Right - The column will then remain on screen when you scroll (similar to how it works in Excel)
• Click another tab in the left hand menu to save your new column selection if you wish to pin this column by default.

How to filter on a column

• Click into the menu for the column you want to filter
• Type in your filter value
• [Optional] Click another tab in the left hand menu to filter your data by default

How to reset the Columns back to default

• From the grid header, use the "hamburger menu" (icon with a stack of horizontal lines - as shown below) to select Reset Columns
• Click another tab in the left hand menu to save your newly reset grid as the new default