Tour the Data Grid

How to sort, filter, and navigate your list of contacts, users, programs and forms.

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

The VerticalChange data grid allows you to easily find any data that you need! With powerful filters, expandable rows, and a customizable interface, you can adapt the data to your personal workflow. These grid features can be seen on the Contacts, Documents, Programs and Forms sections, to name a few!

In the Contacts Dashboard, you can view People and Groups on separate tabbed pages.

You can filter contacts by Name, Contact Type, Assigned User, Program, and Status. 

Columns can be sorted in ascending or descending order by clicking the column title. An arrow pointing up or down and a number 1 will appear to the right of the title, indicating sorting is in place on that column.

You can sort using multiple columns by clicking on the downward arrow on the right of the column and selecting ascending or descending. Holding down the shift key before selecting a title will also allow sorting by multiple columns.

To view all contacts in your application, be sure to clear any filters using the clear filters option located below the main dropdown filters.

A plus sign option to the left of each contact will expand a summary of contact information.

This includes First Name, Last Name, Unique ID, Contact Type, Enrolled Program(s), and Assigned Staff. Click the minus sign to close the summary.

The grid menu button, symbolized by three horizontal lines and located to the right of the column titles, provides options to clear filters (if sorting by column title), toggle filters, add or remove columns by clicking available fields, or export a list of all, displayed, or selected contacts in comma separated values (.csv) format.

To select specific rows to export to .csv, click the check mark to the left of each row you want included.

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