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The end result would be something like this:
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There are different sort states for each field, depending on the type of field. For example, if this is a Text based field, then you can sort them in alphabetical order, ascending or descending.
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Removing Fields from a Filtered view
To remove a field from a filtered view, click the Red Cross button
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Accessing Client Documents from the Client's menu
When the Yellow Client Folder is accessed from the Client grid, Nimbus displays the standard Grid view filtered for the selected Client. This view contains the Client Folders on the left-hand side, and a grid of all documents on the right. The cursor can be used to change the width of the left column, by clicking on the handle shown in the screen shot below, and then dragging to the left or to the right.
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Creating and saving views
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- Click the View button on the top left (Client Documents in this example)
- Give it a name in the View Name field. If you have Admin access, choose whether you want to share as Standard View with your team
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Then when you need to re-call this view, select the View: drop down, located on the top left of the Grid, and select the required View from the list
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