User Defined Grids

Aired: April 26, 2017

Kelli Downs discusses the User Defined Grids feature in NLS. Each has 15 customizable columns that provide additional data views. Kelli covers how to define User Defined Grids as well as going over it's placement and configuration.

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Good afternoon everybody. What we’re going to talk about this afternoon is user defined grids and where we can set them up, how to configure them, and why you would want to do that. The purpose of doing a user defined grids allows us to take information from one screen and make it available to another screen. You can really consolidate the information you’re seeing and make it customizable for your users.

Let’s start off with where you’re going to make these grids. So I’m going to go into the setup and I’m going to go to our contact type. Now, as you can see, I’ve got several contact types that are already set up here. For each contact type, I’ve got these three tabs here and if you’re not familiar with these screens, each one of these tabs has 50 user defined fields and 5 user defined grids. For each contact type, if you got 3 separate options that you can use thus for.

Now, the same option doesn’t show available in the next contact type so literally you can do this for every contact type if you so choose. These are the first 3 areas that you can set that up. The next area I’m going to show you is going to be through the loan portfolio. I’m going through the loan setup and going to the loan portfolio. In each of the portfolios that I have listed here, each one it’s own loan detailed tab 1 and loan detail tab 2. Again, we’ve got our 50 user defined fields and our 5 user defined grids in both of these. Many users do tend to customize their loan detail tab 1 for whichever type of information that they find a necessary and for loan detail 2, there’s not as much information you use; so for this test, I’m going to go ahead and use loan detail 2. Initially what I would like to do is show you what one looks like that I have already configured. I’m going to go to the loan for Oakley. Now I’m going to go down here to this detailed tab and you can see that I have already configured this grid. There’s also nothing else in here, so, this is your normal standard layout for all your user defined grids. To make it clean, I hid all those fields in this detailed 2 tab and I am only showing the grid. Before I do that, I want to show you one last thing which is how I set up this particular borrower. In this case, I have Oakley as the large company that has a loan but I’m also showing underneath Oakley that we’re going to have an employee that has a loan. So, I created a contact type of an employee borrower but I also created a relationship for that same person and I’m going to show you why I did that. When I go into my contacts, I’m going to look at Flay Bobby, who happens to be my borrower from Oakley, if I go here into relationships, I have set up this borrower to have a relationship as an employee borrower to Oakley. I simply went into this screen, created a contact relationship of an employee borrower, and I chose my contact number. What I’m actually looking at the loan, here, for Oakley, then this information becomes pertinent.

Let’s go and configure this grid. For all intents and purposes, I’m going to do this under the loan portfolio of test grid because I already have it configured in my test and I’m going to do this in loan detail 2. Like I mentioned, I wanted to make it clean so what I’ve done is I literally hidden every field in here except this first grid field. Now I’m going to click on this ellipses field over here, so I can configure it. Now within this setup field, I’m actually going to be using two separate places. I’m going to start off by configuring it here and then later I’m going to be going into the advanced tab to set up positioning, so we can view it as you can see it here in the previous example. I will go into the grid and let me quickly show you the different types of grids that are available.

We have generic. We have CIF, which is which is contact. We have loan, task, and work packet. We are setting this up as loan. Now, if you’re beginning to create your grid and you don’t know how many fields you’re necessary going to need, you do have the option of selecting grow as needed. For this specific example; since I have already configured this in another screen, I know for a fact that I’m going to be using 7 columns. When I go down to the next section over here, you can see I’ve got my 7 columns so now, we’re going to configure each of these. I’m going to go to column #1. If I hit this dropdown next to table link, these are the fields I can use to choose from to show my grid and again it’s only specific to loan so I could not enter any information. I can’t go back and forth between contact and loan. We can only stick with one kind so I’m going to stick with loan for now. I’m going to choose my first field which is going to be, name. If I am choosing a field that has decimal places, meaning that it’s going to show me a currency or some sort of amount field then I can put two decimal places in here but obviously I don’t need that for name. I’m also going to need to give it a column width. We’re going to need to tell it how big we want each column to be. This one in particular, since I have already tested it and made it in a previous screen, am going to make this column with 200. This column header field is where I get to name the field that I want to see. If I click out of it, you can see that has automatically popped up into the column. I will then configure my other fields. My second field is just an account REFNO which is not a huge field so I’m only going to make it 70 wide and I will call it, “Accntrefno.” Number 3; we’re going to call this our loan number. We will make this a column with of 100. Number 4. We’re going to say this is going to be our open date. In order for this to populate I literally just need to click out of the column header field and they populate into here. For column 5, I’m going to put in a maturity date. I’m going to pause on this for a moment so you can see the fields that are available on here because there are many you can see. Let’s make this 100 and we’ll call this loan, “loan maturity date.” Okay, I’ve only got two columns left. The next one I’m going to do is the payoff. I’m going to click on current payoff. Since we’re talking about a balance here, I’m going to go ahead and put 2 decimal places in there and the last one we’re going to use a past due balance. Again, I’m going to place my two decimal places, make my column width 100, and call this past due balance.

All right, now on this one I have to stretch out the last column. I don’t have to necessarily do that but I can. I have configured this and I want to show you what happens if we go from here. I’m going to go ahead and bring up my loans and I’m going to show you that for my loans, here, there’s literally nothing here. The reason there’s nothing here is because I can configure the grid but I did not configure the positioning. I’ve made this mistake before so that’s why I wanted to show you this because if you make this mistake and you freak out because you can’t see it, now you know why. If we go ahead and we go back into the loan portfolio, go into our test grid, go into here, and we need to go ahead and click on this advanced button. Now, all these numbers I suggest you play around with so you can really format it and have it placed in the position that you want and again because I’ve already configured this in another portfolio, I’m simply going to enter the numbers that I have used before.

We’re going to go into our loans and I’m going to go up to a customer that I have not done this with yet so I’m going to go to hydroflask, go to detail loan 2, and here is my grid but it doesn’t have anything in it because I haven’t attached anything here. I’m going to go here and I’m going to tell it that I want it to take my borrower, that I have already have set a relationship to, hydroflask, which is going to be Jim Carrey. Now I can see he is a borrower that works for hydroflask so I’ve created that relationship and I can see that everything related to hydroflask will be here.