Save Grid Settings

This article provides an overview of Vantaca grid/table settings and customization options. 

Many Vantaca screens employ a grid/table structure to streamline the viewing, sorting, and analyzing of data where you can customize and save your preferred settings. Some of these screens include: 

• Action Items > All screens under the Action Items menu option. 
• Homeowners > Homeowner List, Action Items, Activity Notes, Payment Method, Payment Search, Leases, Tenants.
• Service Providers > Invoices (Ready to Approve, Complete Data Entry, and Provider on Hold tabs).
• Accounting > GL Research 
• Service Providers > Service Provider List 
• Mailroom >  Print Queue 
• Accounting > Approve Invoices 

To set your grid/table settings:

1. To add or remove columns from a grid, click the Ellipses (three vertical dots) or Hamburger (three horizontal lines) menu in the column title, hover over the Columns option to display the available columns, and then select (or deselect) the columns to display. 
   
   
   
   
2. After you set the grid as you like with the desired columns displayed, click the Gear icon (Grid Settings), and then select: 
   
   
   
   
   • Save Grid Settings: To save this view as the grid default.
     
   • Reset Grid To User Default: Return to your saved grid default view if you made changes to the grid to display other data.
   • Reset Grid To System Default: Resets to the Vantaca system default grid configuration.