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Grid Manager

Information on Grid Manager and how to configure grids in Contract Logix

Written by Eric Reinert
Updated over 6 months ago

Users with the appropriate access can adjust the default grid layout for each of the main grids in their system. Specific columns and filters can be set so that they’re already configured for new/existing users.

  1. From the homepage, click to access the Application Settings, then select

    .

  2. Select a main grid from the drop-down.

  3. Adjust the grid to define the columns to display in the main grid, then click at the top. You will be presented with two different options for saving:

    1. overriding all user’s CURRENT layouts (immediately resetting them to your new default layout)

    2. updating their default grid (which they can access via the Reset Columns option in their individual Columns dropdown).

NOTE: The Grid Manager is hidden from all users by default. This can be toggled to Add/Edit for power users/admin users in Org Roles/Permissions-Feature Access-Administrative Access for each role:

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