Grid Tutorial

A grid can be thought of as a window into the data stored in the system. The are 5 grids in eC: the Vol, Opp, and Org profiles, the Log Book, and the Calendar.

Grids Beginner Tutorial

(20 min)

HubSpot Video

Grid Glossary


Grid
A window into the data that is stored in the system. The are 5 grids in eC: the Vol, Opp, and Org profiles, the Log Book, and the Calendar. 


Saved Grid
A grid that you will reference more than once that can be opened and view from your Saved Grids List dropdown menu.


Column Sort
Display data in your grid based on a sorting columns from A-Z, Z-A, oldest to newest, etc.


Column Search
Find and filter your data by searching for keywords, date ranges, or dropdown choices in a field.


Filter
A subset of the grid that lets you display data based on certain criteria.