Data grids

The grids are the equivalent of your database for each entity (Requests, Submissions, Jobs, Invoices, Clients, etc.). At any time, you can quickly access an entity's menu for rapid actions.

You can easily customize the view and export the data. Here are the main features of grids.

The grid can be customized according to your preference for what you see first. The column order can be changed using drag and drop from the column header.

You can also choose to show or hide the necessary columns using the "Columns" menu in the top right corner:

You can also sort by each column by clicking on it (Ascending, Descending, and Default value):

And also change the number of items your grid displays at the bottom of the grid:

If your vision becomes impaired or you are not satisfied with the result, you can reset the grid at any time with the "Reset" button.

The filters

If you are looking for a specific item, you can use the search function.

This feature allows you to search across multiple fields and is very effective for quickly finding an item. You can search by:

• Item number (request number, submission number, etc.)
• Customer name
• Address
• Details

If you would prefer to filter several items from a column, you can apply a filter by clicking on the filter icon by hovering your mouse over the column title:

Filters are useful for the following purposes:

• View entities with a certain status (Unpaid/Partially paid invoice, Job in progress, etc.).
• Export the data using the "Export" button.
• Find customers with the same postal code.
• Filter multiple business clients with the same name.