Grid Favorites

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Oct 20, 2023
2 min read

The "Grid Favorites" feature is your personal dashboard tool, allowing you to customize and always have your most-used grid layouts at your fingertips. Whether you're focusing on specific opportunities like "Stephanie Only Opportunities" or comparing broader data sets, this feature ensures you can swiftly toggle between views without the hassle.

We typically recommend to enable this feature on all of the “Today Panel” grids but can be found useful in other areas throughout the program.

How to Activate the Grid Favorites Panel:

  1. Open the grid you wish to activate the Grid Favorites panel in

  2. Select the red button in the lower right hand corner of the grid to expose your “Grid Functions” menu (note: this should turn the button green)

  3. Select Grid Functions in the lower right hand corner

  4. Select “Always Show this Grid Toolbar for the Grid”

  5. Close out of the grid and re-open the grid in which you should now see your “Grid Favorites” panel on the left-hand side of the grid

Note: This is a per user / per grid feature.