Implementing Dynamic Organization Grid: A Step-by-Step Guide

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.




    • Related Articles

    • How do I implement graph reports for User and Organization Lists?

      Introduction: Learn how you can save historical data related touser and organization smart lists, and use them to generate dynamic graphs. In this guide, we will walk you through the process of creating smart lists and presenting them in a visual ...
    • How do I set up an Organization Group?

      Why Create Organization Groups? Creating a “Group” will allow you to easily organize your Organizations to share assets or assign system level permissions in Mindmatrix. Groups will let you share assets with large numbers of Organizations ...
    • How to assign an MDF Plan to an Organization or Organization Group

      Feature: This enhancement allows users to assign MDF Plans to multiple Organizations and/or Organization Groups. Who will be using this? This enhancement will be useful for enterprises that work with a large number of partner Organizations. (The ...
    • Step-by-Step Guide for Implementing the New Dashboard and Process View for Sales Playbooks

      Introduction: The latest update to the Sales Playbook introduces two key enhancements: a new Dashboard View and a redefined Process View. These views streamline access to critical data and improve functionality. The following guide outlines how to ...
    • How to create Organization field-based Goals?

      Submit a request to support@mindmatrix.net to enable the Organization field based Goals option in your portal. Once you get the Organization Goals access follow the below steps to create an Organization Goal for your Organization: 1. Navigate to ...