Working with Grids

Owned by Debby Gibson
Last updated: Jun 25, 2020 by Marleze Scheepers (Unlicensed)
3 min read

There are a number of grids within Nimbus.  Each grid can be customised to show specific columns, with certain filters set, and you can even create and save a stored "View".

The grids that can be customised are as follows:

  • Clients
  • Contacts
  • Email Jobs
  • Documents

Watch the Video:

Instructions to add / remove columns on a grid

You can add or remove any column of information to and from a grid.

  • Click the Column Chooser icon which is located on the top of the grid on top of the icons column.  This will display the Column Chooser dialog box.  

  • From here, you may use your mouse and drag a heading from the Column Chooser dialog to the grid.  When you do this, you must hold the mouse until you see the up and down arrow handles, which is when you are then able to release your mouse.  At that point the system will then dock the column to that location on the grid.

  • You may move column headings by rearranging them on the grid.
  • If you wish to remove a column heading from the grid, it is the reverse process.  Open the Column Chooser dialog, and using your mouse, drag the heading off the grid, and on to the Column Chooser dialog. 

Instructions to set a filter on a column on a grid

You can drag any column heading on to the filter area which is located on the top of the grid.  To do this, 

  • Use the mouse and drag a column heading onto the drop area.

  • You are then able to use the filter process to filter the data.
  • You can have up to 6 different headings set for any filter.
  • Depending on the type of data that is stored in the field, you will have different options for filtering.  The example shown below, details the options for filtering text fields.


Instructions to create and save a "View" on a grid

Rather than having to re-create particular filters, or columns of information, Nimbus allows you to save the "View" of the grid, to then recall later.

  • For the Client Grid, click the Clients menu on the toolbar; for other menus, click the menu item on the toolbar.

  • Enter a name for the view.  If you save this view for yourself only, no other staff will be able to see the view.
  • If you have Admin access, you will be able to "Share as Standard View" which means that all other staff will be able to see the view.
  • Click the Save button to save the view.
  • You are then able to recall the View at a later time, by clicking the menu name in the Toolbar, and selecting the view to Open it.