About the Details Grid

The Details Grid is where you will analyze data down to the granular level. The grid has powerful capabilities that are highlighted below. 

Understanding the Details Grid

The Details Grid is a great way to look at data. While it has all the capabilities of a spreadsheet, there are a few notable differences

Important checkpoints for working in the details grid

To enhance the user experience, the grid does not load the entire available dataset. For instance, if your database contains a large number of accounts, it is impractical to download all the data to your browser every time. Therefore, we have limited the display to 1,000 records at any given time on the grid. You can employ the following strategies to reduce the number of displayed records: 

1. Utilize the hierarchy feature, as it condenses the data you are viewing. 
2. Apply filtering to narrow down the records you are viewing. 
3. Use grouping sparingly to avoid exceeding the 1,000-item limit. 

Another notable difference is that you can't directly edit data within the grid. The details shown on the grid are sourced from other environments that manage the data, such as your CRM. Any edits made within the grid won't be reflected in the source systems. Therefore, if you wish to modify details displayed on the grid, changes must be made at the source.

Navigating the Grid Action Bar

You can customize and view your account data as per your preference using the Details Grid. The icons used to do so are located in the Grid Action Bar, as shown below. 

Grid Functionalities

1. Adding columns: Using the Column Chooser icon on the Grid Action bar you can personalize your Grid details by adding or removing fields to and from the Details Grid. After adding, you can fix and freeze the columns according to your choice. 

2. Filtering, Sorting, and Grouping in the Grid: Use the Filter icon on the Grid Action Bar to search for and find the records you want to see. Use the Clear Filter button to remove all selected filters. Additionally, learn how to sort columns to see data in ascending or descending order and how to group by column. 

3. Moving Records: Use the Move icon on the Grid Action Bar to move accounts between nodes in the hierarchy. 

4. Taking Notes: Add free-form notes or different values for specific account fields using the Notes icon on the Grid Action Bar. 

5.  Viewing Account Family in the grid: The icons Show Parents Only and Show Ultimate Parents Only on the Grid Action Bar allow users to view only parent accounts and ultimate parent accounts in the grid. Meanwhile, the Show Account Family icon on the Grid Action Bar provides a view of the account family associated with a selected record. 

6. Exporting Data: Use the Export icon to export all or selected rows in your Details Grid into a downloadable Excel file. 

7. Actions: The Actions button helps perform different sets of actions like mass editing, committing changes, and setting named types through the click of a button. 

8. Showing the Last Modified Period: Use this icon to view the most recently updated records in the source data systems such as your CRM. Data is pulled into fullcast.io from your source data systems and this indicator shows when the data has changed at the source. 

There are several system fields that are available in the grid in addition to the fields imported from the source systems:

1. Proposed Changes Fields - Proposed Change, From, To, Date/Time, Proposed By
2. Industry Taxonomy Fields - If the feature is enabled in the segments module and the appropriate NAICS/SIC code is available for accounts, you can add the Sector, Super Sector and Industry fields based on the Industry Taxonomy
3. Levels and Current Node - Fields showing up to 15 levels in the territory hierarchy and the current node
4. Last Updated Date and Last Updated By - fields showing when the record was last updated in fullcast either through the import process or edits by the user.
5. Notes - a string containing the content of the notes field