Functions of the Grid: Grid SetupΒΆ

The grid is the name for the basic interface used on the Maha Platform.
Across all the sections of the Maha Platform, from the CRM to Finance, the grid along with a couple of useful features allows efficient, sensible navigation.
While not every feature is available for each section, below is a comprehensive list of the features with which you might want to be familiar.
Click on the hyperlink to get to a detailed instructional guide on how to use each feature!

  1. Search through records to pull up a specific result

  2. Reload records to refresh the page

  3. Export records to download or send data

  4. Filter records to narrow search results according to criteria

  5. Edit a record

  6. Comment on a record

  7. Add or hide columns of a row (e.g. ID, codes)

do i need?