Every GRID view in ClientManager has the following menu options


The button will display the view/edit form for the selected record.  Users in the "view only" role will not be able to edit the record.


The button will only be displayed to users who are given the DELETE capability.  The default role that would allow record deletion is "Terminators". 


Click on drop-down to display more options to switch views and editing.


Grid view - example above.  Click on the links to see the other views below:


List View


Card View


Map View


Charts View


Calendar View


Fit To Width


Multi Selection


Reading Pane


Refresh



Click on drop-down to display more options for actions on the grid.


Download -


Export to Spreadsheet


View RSS Feed


Import From File



Click on drop-down to display more options for report output.


PDF Document


Multipage Image


Spreadsheet


Microsoft Word