Click the Grid View dropdown to view the options:

Administrator view of Grid Viewer dropdown

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


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


Custom View

  • Only exists if a view has previously been saved for the tab (see below). 
  • All administrators with access to the opportunity will be able to see the same saved view.


Save Current Grid View

  • Administrators can customize their columns, search, sort, and/or filter to display the data they need. 
  • Then they can click this option to save the current view of the Grid. 
  • Administrators can save only one custom view per tab, per opportunity. 
  • If a saved view already exists, any administrator with access to the opportunity can override that view (see below).

Replace Custom Grid View modal

Star (Select Default 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 system, the grid will show with this view displayed as the default.
  • Each administrator with access to the opportunity can save their own default view (Full, Simple, or Custom).

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.