Modifying Grids and Saving them as Layouts

The following video will show you how to modify existing grid layouts in e-manageONE and save them as your own special layout and default. Many of the windows in e-manageONE contain grids that are easily modified. The grids have a default layout but you may want to change the grid layout as a company default, default for yourself or as an optional layout you can select at will.

Modifying these grids can make it a lot easier to find information and a lot easier to look at. The grids are somewhat similar to an excel grid and do have advance capabilities explained in another video. In the video you will see how to do some of the following.

  • Format grids with Grouping
  • Rename Column Headers
  • Move, Remove, Freeze and Add Columns
  • Save Grid Layouts
  • Where to find Grid Tools

Related Videos

Customizing Grid Layouts

The following video will show you how to modify existing grid layouts in e-manageONE and save them as your own special layout and default.

Grid Setup for Sales Forecasts

The following video will show you how to create a custom grid layout and save it. The example is using the Cashflow Management grid to create a Sales Forecast grouped by month.

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