Using the contact grid

You can adapt the grid to the way you work: choose the columns displayed, sort them, move them and change their width. The buttons of the first column give access to the actions on each contact.

A preset is a ready-made set of columns. Click the Column presets button, at the top right of the grid, then choose the one that matches the contacts you are looking at:

• Members: title, first name, last name, date of birth, age, gender, address, city, country, email, mobile, entry date, status and groups.
• Companies: name, address, phone, email and website of the company, then title, first name, last name and position of the contact person.
• Families: name and address of the family, communication mode, billing mode and notes.
• Full view: the essential columns of the three types of contacts: company, family, first name, last name, date of birth, age, address, city, email, mobile, status and groups.

1. 1Column presetsopens the Display menu.
2. 2The four presetsthe chosen preset is highlighted.

To build your own view, click the Choose columns button, to the right of the presets button. The Columns list shows all the available columns:

• tick a column to show it;
• untick it to hide it.

The grid updates straight away. By default, only some of the columns are shown: the others (AVS number, licences, medical certificate, legal representatives…) wait in this list. Scroll through it to see them all, then click outside the menu to close it.

1. 1Choose columnsopens the list of columns.
2. 2The tick boxesticked, the column is shown; unticked, it is hidden.

Click a column header to sort the grid by that column. Each new click on the same header changes the sort:

• 1st click: ascending order (A → Z, 0 → 9);
• 2nd click: descending order (Z → A, 9 → 0);
• 3rd click: the sort is cancelled.

An arrow next to the column title shows the current sort: pointing up for ascending, down for descending. The grid is sorted on one column at a time: sorting another column replaces the previous sort. When the module opens, the grid is sorted by Last name, unless you have saved another layout (see "Saving and restoring the layout" below).

1. 1The sort arrowhere, the grid is sorted by last name, in ascending order.

To change the order of the columns, click a column header, hold the mouse button down and drag the column to the left or to the right. Release the button where you want it.

The Primary mobile column is dragged next to the Last name, to keep the number in view.

Place the pointer on the right edge of a column header: it turns into a double arrow. Then:

• drag to the right to widen the column, to the left to narrow it;
• double-click for the column to fit its content automatically.

The other columns keep their width: if the grid becomes wider than the screen, scroll it with the horizontal bar at the bottom.

Pointer on the right edge of the header: drag to change the width, double-click to fit it to the content.

The Save and Restore buttons, at the top left of the toolbar, remember your grid layout: columns displayed, order, widths and sort.

1. 1Saveremembers the current layout. The message "Column layout saved." confirms it.
2. 2Restoregoes back to the last saved layout, for example after a few attempts at sorting or moving.

The saved layout is applied again each time the Contacts module opens. Choosing a preset or ticking a column saves it automatically; after sorting, moving or resizing, click Save to keep it.

The first column of the grid holds the action buttons of each contact. It stays in place when you scroll the grid to the right, and cannot be sorted, moved or resized. Hover over a button to see its name.

1. 1View profileopens the record in read-only mode (see "Viewing and editing a record").
2. 2Edit profileopens the editing form.
3. 3Record resignationon an active member: they become a former member (see "Resignation and reactivation of a member").
4. 4Deleteon a former member, a company or a family: deletes the record permanently.
5. 5Reactivate memberon a former member: they become an active member again from today, with the club's default status. Their groups and subscriptions have to be assigned again.

You only see the buttons your role allows: without the right to delete, for example, neither Record resignation nor Delete appears. On your own row, these two buttons are greyed out: you cannot remove yourself from the club.

After saving, the row concerned updates directly in the grid, without reloading the page.