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    Smart Grid on Enquiry List views

    What are Enquiry List views 

    Enquiry list views are the lists you see in the tabs when you're viewing one customer, product, supplier, or similar record

    Smart Grid features on Enquiry List view 

    • Column Visibility: Turn columns on or off so you see only the information you need.
    • Column Reordering: Drag column headers to change the order of columns.
    • Column Sorting: Sort by one or more columns; sort order is kept while you work.
    • Saving Views: Your column choices are remembered for next time.
    • CSV Export: Export the current list (with your filters and visible columns) to a CSV file.
    • Infinite Scrolling: Scroll through up to 1000 records without needing pagination.

    CSV export file name for Detail List views 

    Each Enquiry List view that supports CSV export uses a specific export file name so that downloaded files are easy to recognise and organise.

    The file name is configured per list and is chosen to describe the content of that list. The CSV export file name for the Product Enquiry transactions tab list view is "Product Transaction Export". When you export from the Products list, the downloaded file will use this name (with a .csv extension).

    The detail list of export file names will be as follows: 

    • Customer Enquiry Transaction tab: Customer Transaction Export 

     

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