Working With Grids

The results for your Quick Search or selected View display in a grid layout. Grids are used to list and access items, such as clients and staff. Grid data can be manipulated in various ways. Some of the behaviors for managing grid data, such as Print, Export, and Find, follow Microsoft® standards. Additional grid components exist on the ribbon, right-click menu, and in the grid itself.

Grid Ribbon Options

The following options are available in the Grid View group on the Home ribbon. Some of these options are also available by right-clicking a grid header or grid row.

Component Description

Example

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Column selection

Select the columns to display and their order in the grid.

See Managing Columns in a Grid for more information.

Note: You cannot change column selection for the Historical Clients and Historical Staff views.
Export grid

Do one of the following:

  • Client Manager Quick Search results. Export up to 20,000 rows of records from all grid pages.
  • All other grid results. Export all records from the current grid page to an external file.
Find and search records

Locate specific values on the current grid page. Find selects the rows containing content that matches your criteria.

See Grid Search below for differences between the Find and Search options.
Clear selection Clear all selected records across multiple pages.

Grid Column and Sort Options

Component Description

Example

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Resize columns Hover over the right margin of a column to display outward pointing arrows. The arrows indicate the cursor is in the correct position to manually resize the column width. You can then click and drag the column margin to a new position.
Move columns

Select a column header and drag it horizontally until a blue line displays between two column headers. The blue line indicates the header can be dropped into a new location.
Sort records

Right-click a column header and select Sort > Ascending or Sort > Descending. An arrow displays in the selected column header, indicating the column by which the grid is sorted. The direction of the arrow indicates the sort order. If you right-click in the grid and select a sort option, the grid is sorted by the column that was last used.

Any sorting changes made to a grid are retained the next time you open the grid.

Grid Print

Preview or print results on the current grid page from the Application button.

Grid Search

You can search for grid contents in several ways.

  • Search. The Search box immediately above the grid is used to search the entire system, not just the current grid contents, by client or staff name or ID. This feature refreshes the grid, displaying only the records that match your search criteria.
  • Find. The Find command in the Grid View group on the Home tab searches all grid columns for the current grid view. This feature selects the rows containing content that matches your criteria.
  • Quick Search. Quick Search filters can be expanded on the Client Manager and Staff Manager navigation panels to search the entire system, not just the current grid contents, for client or staff criteria other than ID or name. See Using Quick Search for more information about this feature.

ClosedUsing the Search Box

To search the system for specific clients or staff, do the following:

  1. Enter a client or staff ID, or a client or staff name in the Search box above the grid. Enter the complete criteria to search for specific records or partial information to search for similar matches.

    2. Notes:

    • Name refers to the sort name saved in the client or staff profile.
    • You can search for the client ID and sub ID by adding periods to the search string. For example, find client ID 123 with sub ID 001 by entering 123.001 in the Search box.
  2. Press Enter or click to locate an item. If only one record matches the criteria you entered, the profile for that record opens. If more than one record is found, the grid refreshes, displaying the information that matches or contains a match to your search criteria. The button changes to .

Note: Click in the Search box to return the grid to the original view.

ClosedUsing the Find Command

To search all grid columns in the current view for complete or partial criteria, do the following:

  1. Click Find in the Grid View group on the Home tab to display the Find window.
  2. Enter the complete criteria to search for specific records or partial information to search for similar matches.
  3. Click Find Next to select the first or next instance of your criteria in the grid. To search for another item, enter new criteria in the Find box and click Find Next.

Paging

When the number of records exceeds a single page, you can move between pages of records using Closedcontrols located below the grid.

You can select records across multiple pages in Clients, Staff, and Shared views. There is no restriction on the maximum number of records that can be selected; however, the Open option is available only for a maximum of ten selected Clients or Staff records. To clear all selected records across multiple pages, click Clear Selection in the Grid View group on the Home tab. There are some grids in the client profile that allow selection of only one record at a time. For grids that allow selection of multiple records, the total number of selected records across all pages displays in the status bar.