Customizing Grids

Customizing Grids

Many screens in Junxure are customizable and can be modified in Size, Presentation and Data displayed. This topic covers options that can help you customize your Junxure experience.

  • Filter
  • Field Chooser
  • Grid Templates
  • Reset Grid
  • Resize Arrows
  • Drag and Drop Filter
  • Reorder Columns


Any time the funnel symbol appears (usually accompanied by a column header title) you can filter the data in that column to see all instances of one entry. You can also filter for Blank entries, Non-blanks or use a customer filter.

Field Chooser

This icon (circled in green below) manages which available columns will be displayed in a grid. Check the boxes within the Field Chooser to select columns for your grid. Then close the Field Chooser (circled in red below) to automatically update your grid with your selections. This will only affect the current grid. You can also click and drag a field to a location of your choosing.

Grid Templates

When you have chosen the fields and order that they should appear, right click your mouse just above the grid to display the Templates option.

Choose New Template to create a template to describe this grid layout.

Choose Save Template to create a new template that describes this grid layout. Once saved, this new template will appear at the top of the Grid Editing window when you right click above the grid.

To apply grid templates to all users, right click above the grid in a blank space and choose Manage Templates.

Select the template from the screen and click Copy to All Users.

Resize Arrows

Resize grid rows and columns using the Resize Arrows. Put your cursor on the borderline between two cells, rows or columns. Your cursor will change to resize arrows as shown below. Hold down the left button of your mouse and drag the line to suit your needs.

Drag and Drop Filter

Many grids in Junxure allow you to sort changes within a column header. Click on a column header and while holding down the left mouse button, dragging a column header to the gray field above the grid.

The results of the example above are shown below. Click the + sign beside each client name to see an expanded list of actions by category. To collapse the view, click on the minus (-) sign. To close the Drag and Drop Filter, click on the column header and drag it back down to the grid.

Reorder Columns

To change the order of the columns, click on the column header (in the example below, the Action Required header) and while holding down the left mouse button, dragging the column header to the appropriate position, indicated by the red arrows that will appear when you begin dragging the header. You will see a duplicate header as you drag and drop.

    • Related Articles

    • New User Basics: Grids, Emails, and Documents

      Creating, capturing, and viewing communications between you and your contacts is a critical piece of your business. This content area shows you how to create and manage your email correspondence as well as store and retrieve client documents. Based ...
    • Data Cleanup/Correction: Delete Grid Templates

      The Delete Grid Templates feature enables you to remove existing grid templates. See Customizing Grids for more information about creating templates. In Junxure, go to Database Tools > Data Cleanup/Correction > Delete Grid Templates. The Delete Grid ...
    • Changing the Font Size in Grids

      You can easily increase or decrease the font size in your Junxure Grids by right-clicking on the gray bar above it. By changing the font size in a Grid, the change applies to all your Grids. For example, if you increase the font size in your Pending ...
    • Add the Junxure Action ID Column in Outlook

      You have the ability to add a column in your Outlook inbox that will show the Action ID of captured emails so you can know at a glance if a particular email has been captured into an Action inside Junxure and what the corresponding Action ID is. To ...
    • Customizing Action Templates

      Junxure enables you to customize Action Templates by pre-filling data fields that will be used on a recurring basis. This saves time and the Templates can be modified at any given time. Set Up Action Templates To perform this task, start by going to ...