Click the Grid View dropdown to view the options:

A. Full View - Default view of each tab that contains standard information that exists in any opportunity

B. Simple View - More condensed version of the essential information on each tab. 

C. Save Current Grid View

• Administrators can customize their columns, search, sort, and/or filter to display the data they need You can even rearrange the order o the columns. 
• Then click Save Current Grid view:

               A. Enter a name for the saved view.

               B. Optional - Check "Set as default view" if you want it to be your starting view every time you log into InfoReady.

               C. Click Save.

• Administrators can save multiple custom views per tab, per opportunity. 
• If a saved view already exists, any administrator or Viewer with access to the opportunity can see the view in their Grid View dropdown.
• Click the trash can to delete any custom view, which will remove it from the Grid View dropdown for all users.

Star (Select Default View)

• If not already chosen when saving a custom view, click the star icon next to the view that you want to save as your default. 
• If you log out and back in to the platform, the grid will show with this view displayed as the default.
• Each administrator with access to the opportunity can save their own default view for each tab.
• In the example above, the administrator has chosen the Full View to be their default.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.