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What's New
Data Grids: How They Work and Where You'll See Them
Elevate your data experience with Data Grids, where insights meet efficiency.
We’re excited to announce the rollout of Data Grids across key pages, including Proposal Search and Customer Search. This powerful enhancement redefines how you interact with your data, putting you in full control of how information is displayed, filtered, and analyzed.
What Can Data Grids Do for You?
Data Grids transform static data into actionable insights. With just a few clicks, you can:
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Customize Your View: Rearrange, resize, and pin columns to prioritize the information that matters most to you.
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Apply Powerful Filters: Instantly refine search results to locate exactly what you need.
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Save Time, Boost Efficiency: Navigate large datasets with ease, allowing you to make faster, data-driven decisions.
We’ve created a step-by-step walkthrough to help you master these features!
Where Can You Find Data Grids?
Data Grids are now live on:
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Proposal Search – Effortlessly tailor your view of proposals with customizable filters, including:
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Locate specific Proposal IDs
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View proposals linked to Sales Reps
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Filter by utility companies
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Search by city, county, or state
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Customer Search – Quickly identify customers and access essential details, such as:
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Current and past customers associated with a Sales Rep
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Customers created on specific dates
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And that’s just the beginning. Soon, you’ll see Data Grids on additional pages, including User Search, Plan Set Search, Roofing, and Doc Search. Be sure to check back for updates as these powerful enhancements go live.