Implementing Dynamic Organization Grid: A Step-by-Step Guide
Introduction:
This guide outlines the process for implementing a dynamic organization grid, a new feature designed to enhance the customization of organization data views. This functionality allows users to select, arrange, and save specific fields displayed on the organization grid page, providing a tailored data management experience.
Access the Organization Module:
Organization Module:
Within the setup options, select the "Organization Module" to access the organization grid page.
Customize the Organization Grid:
Locate and click on the "Customized Grid" button to begin customizing the grid.
Field Selection Pop-Up:
A pop-up window will appear, listing all available fields on the organization grid page, such as:
Cities
States
Supplier
Registered Deals
Score
Visibility
Number of Users
Shared Leads
Select Desired Fields:
Choose the fields you wish to display on the organization grid. For example, you might select "City," "Visibility," and "Number of Users." Use the interface to rearrange the order of the selected fields according to your preference. You can also add custom fields to the grid.
Save Customization:
After selecting and arranging the fields, click the "Save" button. The grid will update to reflect your customizations, showing only the selected fields.
Review and Finalize:
Ensure the organization grid displays the fields as configured. Check for the correct display of both existing and custom fields.
Conclusion:
This new feature significantly enhances the flexibility and usability of the organization grid, allowing users to tailor the view to their specific needs and preferences.
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