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Grids & Subgrids

Grids and Subgrids are what we refer to as “lists”. These are the lists of records for a particular entity (e.g. Contacts, Companies, etc.). Here we can filter data, change the order, width of columns, or hide/make visible columns. These changes are made using the buttons that are always on the top and bottom bar of the given grid.

 

Note

To apply the related entities of the grids, we use Page Designer

 

Note

Conditional formatting on subgrids – The formatting of the subgrid corresponds with the grid of the entity itself. So however we format the Appointments grid/list, the subgrids in which Appointment is enabled will contain the same formatting for that entity. The formatting may also be configured from the subgrid, but it will affect the entity grid as well.

In the Show / Hide Columns option, we can set which columns are displayed and on what devices. The user can set what columns they will see on their mobile, tablet, or computer screen. We can also set which columns will be exported in the Export from our Database.

 

Note

Subgrids on any List (e.g., Contacts, Appointments) allow multiple records to be selected and displayed. You can select records by using the green “checkmark” to see the subgrids of those selections.

 

 

 

Subgrids also work inversely, so if we select Contacts in the Appointments entity, we will see all contacts with an appointment.

 

Note

The information we see on the subgrid, is managed by using the Show / Hide Columns option (same as the lists).
Category: VistosCRM HelpBy eswadminNovember 16, 2018

Author: eswadmin

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November 16, 2018
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    • We have chosen Vistos CRM from Euro Softworks s.r.o.  as a comprehensive CRM solution that enables us to manage customer information from partners in our service concept, including the ability to create subdivisions. We mainly appreciate the built-in features for data cleaning and validation, automatic addition of information from the business register and reporting tools. Vistos CRM is a good tool for managing business not only with focus on customers.

      Lukáš Štelcl
      Manager of service concept ACC – Stahlgruber
    • Euro Softworks helped us at the beginning with the establishment of Salesforce licenses for nonprofit organizations. We appreciate responsive approach while setting up our customizations and we would like to express that we are satisfied with the selection of our Salesforce partner. We are happy to further recommend this company.

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      Member of supervisory board, Bátor Tábor
    • We were facing problems with ineffective setup automation in Salesforce for a long time. Thanks to the Euro Softworks audit, we got an overview of the stage of all automation in Salesforce instance. We also highly appreciate the proactive approach in consultations.

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      IT Director, Students For Liberty
    • For our entire company, I can say that Vistos CRM from Euro Softworks s.r.o. became for us an essential and important part of our business. It greatly facilitates our work, saves time and allows us to monitor, how we are doing in terms of sales. It also helps us with planning work and its distribution among employees. We appreciate the clarity of the system, the ability to filter by order parameters and we also appreciate quick search. We can just recommend Vistos CRM.

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      Petr Coch
      Executive director, AVANTICA
    • Vistos CRM from Euro Softworks s.r.o. helps us to deal with our customers, we actively use it to create and plan marketing activities, track the development of individual stores and much more. Since it’s implementation and for the time of using the system, we are very satisfied with it. A great advantage for us is the possibility to customize Vistos CRM at any time according to our needs. We also appreciate the proactive approach of Vistos CRM support.

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      Denisa Vacíková
      Consultant, trainer and project coordinator in MgC Consulting
    • We have been using CarRental system from Euro Softworks s.r.o.  since 2014 and we are happy with it. CarRental significantly helps us with the car rental operation, it facilitates work with clients and the administration of the whole car rental business. Programmers from Euro Softworks s.r.o. tailored an application for us, where we can easily and quickly record short and long rentals of our vehicles for corporate clients. The system has brought our car rental companies into a better overview and increased the efficiency of our employees’ performance, who are spared the lengthy filling of paper or excel forms and spreadsheets.

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