Account Data Grid Actions

The Details Grid is where you will analyze data down to the granular level. The details shown on the grid are sourced from other environments that manage the data, such as your CRM. Any edits made within the grid won't be reflected in the source sys...

You can save views. Views combine Pinned Metrics, Columns and their arrangement, and Filters. They can be kept private or shared with your organization. Access your Fullcast instance and switch plans if applicable. Click Manage Accounts on t...

When you select records and click on the Actions tab, it enables a different set of actions for those records. Below is a list of actions available through the Actions tab. Figure 1. How to use Mass Edit? How to Use Mass Edit: ...

This article provides instructions for configuring and using accounts notes and notifications

When planning with data, you will often encounter issues requiring correction. Our notes feature allows you to record these issues. You can then export these notes as a .csv fie, which facilitates offline updates to your source systems. There are t...

To sort a column in ascending order, simply select its header. To reverse the order and sort it in descending order, click the header again. Alternatively, right-click on the column to access the "Sort Ascending" or "Sort Descending" options. ...

Grouping allows you to see all the related records by the column you are grouping by. There are two methods to do so:  Drag the column you want to group by and drop it on the space where it says Drag a column header here to group by that col...

This article provides direction on adding metrics to your summary panel. Adding metrics to and removing metrics from the Summary Metrics Panel is simple, provided that you've already been able to create the metrics in the system. To add a metric to...

The column chooser icon, highlighted below, opens a pop-up menu within the Details grid, enabling you to adjust the visible columns. This tool facilitates easy data visualization and allows for the creation of new fields on the Details Grid. ...

Filtering allows you to search and find the specific records you are looking for. Follow the below steps to create a filter and get specific records. Access your Fullcast instance and switch plans if applicable.  Click Manage Accounts und...

You can export your grid data into a .csv file by clicking the Export icon (page with a PDF logo) in the actions bar. This image illustrates the export button Access your Fullcast instance and switch plans if applicable. Click Mana...