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For a video tutorial on DataGrids, click the icon below…

Global Search

Each page on accessplanit has a Global Search option embedded into the header, next to the Help icon.

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This Global Search field can be used to quickly search results from the following DataGrids:

• Accounts

• Course Templates

• Invoices

• Opportunities

• Users

It is possible to go directly into any of the above DataGrids and search directly, but if you need quick access, then the Global Search field is a great place to start.

Clicking the icon to the right hand side of the magnifying glass allows you to focus your search, the less items you have selected, the faster your search results will be:

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Removing options from this list will dramatically increase the result speed of your search, this list may grow to other popular DataGrids in the future to make searching even more intuitive.

How to search a DataGrid

1. Typing in the search criteria then pressing enter or clicking the magnifying glass will bring back results based on the search keyword.
   

2. To define which columns are searched, select the small downwards arrow icon. Clicking this arrow shows all of the fields in the current DataGrid, and anything already selected is what is currently searchable. Anything deselected is ignored. 
   
   

   

How to email from a DataGrid

You can email users directly from many DataGrids in the accessplanit platform, with various 'To Address' options depending on which grid you are using.

1. Go to the DataGrid you want to email from, for example the Class Delegates Smart Grid.
   

2. Select the records you wish to email regarding, e.g. the delegates you want to send an email to.
   

   

3. Click on the down arrow in the top left of the grid and select Email.
   

   

4. You will see a dialog box similar to below:
   

   

   
   
   Creation Type is whether you would like to send a pre-existing email template out, send an eCampaign, or create a new AdHoc email to send immediately.
   To Address Property is which email address relating to the records in the grid do you want to receive this email. For example, you can send an email from the Delegates DataGrid to the delegate's booker or manager too.
   

5. If you select eCampaign as the Creation Type, you will see these options:
   

   

   
   From Address is the email address that the eCampaign should be addressed from, which can be different to the default platform email address.
   Send Date is when you would like the email to send out from the platform.
   

6. When you have filled in all of the fields, you can click Send to send or schedule the email.