Working with Grids in Bryt (Contacts/Loans)
  • 12 Jul 2024
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Working with Grids in Bryt (Contacts/Loans)

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Article summary

When viewing the Contacts or Loans list, you're able to add/remove data columns in the Bryt interface. 

To do this, go to either your Contacts or Loans list.

Once at the list for either tab, you'll want to click the hamburger menu (three dots), then hover over 'Columns', and then select/deselect the data columns you'd like to see in the list. 

Update
You can now add custom user fields to the loans list. At this time these added CUF/UDF data columns only apply to loan data for the loans list, not for Contacts. 

If you're unfamiliar with creating/adding Custom User Fields (CUFs/UDFs) then you'll want to review the CUF guide to do so. 

Once you have CUFs created, you'll want to go to your loans list. As shown in the step above, you'll use the three-dot icon and select/check the CUFs you've created.

Once checked, you'll see them appear on your loans list as added loan data columns. The '[object Object]' that shows up denotes that there is no data stored just yet. 

Note: If the Custom User Field (CUF) is archived under 'Admin - User Fields' it will not be an available option. If 'unarchiving' a CUF so you can use it, you may need to contact support (support@brytsoftware.com) to request a clearing of grid settings so it appears as an option. However, Archiving and Unarchiving a UDF will reset the loan's list grid to clear stored settings and start a clean slate for a new loans list grid layout. 

Applying Filters
If you'd like to only see a certain type of data item in the list, you can apply certain data value filters to only show those items.

Note: You can also click the 'Clear' button to remove filters that have been applied.

Moving Data Columns
You can also rearrange the data columns by clicking the titles and dragging them over to the left/right of another data column. 


If grid settings are ever 'stuck' please contact Bryt Support to reset your grid settings, although archiving and unarchiving a created user field will reset the stored loans list grid settings. It may help to clear cache and cookies but it's often due to stored settings on the database end. 



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