Working with Grids

Much of the information for DPS is entered and displayed in grids on various forms. For example, when you enter a new opportunity for a contact, you add it to a grid that also contains all of the previously entered opportunities for the contact record.

Saving Your Work in a Grid

When you add a row to a grid or make a change to the information in an existing row, your work is saved automatically when you tab or click off of that row.

Grids with Many Rows

In some grids, all fields do not fit on a row. In those cases, displays near the end of the row when you hover over the row. Click that icon to display the additional fields in a dialog box.

Other icons with special purposes may also display in grid rows. For example, if your firm implements the integration with Kona Business, may display in touchpoint grid rows, and you can click that icon to add a task in Kona for that touchpoint.

In grids with many rows, DPS may load only part of the rows initially so that the tab displays quickly. If you then scroll the grid, the scrolling action sometimes pauses to load the next set of rows as you approach the bottom of the scroll bar. The same thing may happen if you have scrolled down in the grid and then start scrolling up and approach the top of the scroll bar.

A more efficient method than scrolling a grid with many rows is to use the search option that is available for most grids to locate the row that you want.