Working in grids

People, companies, tasks, donations. Every collection in pplCRM lives in the same grid, with the same toolbar in the same order. The habits below transfer to all of them.

The toolbar, left to right

• Refresh: reload the grid without touching your filters.
• Undo / Redo: step your inline edits backward and forward.
• Import CSV / Export CSV: see Import from CSV and Export your data.
• Tag, issue, and list filters: narrow to matching rows; see Filters and the query builder.
• Advanced filters and the query builder: per-column conditions or full and/or logic.
• Columns: choose which columns are visible.
• Archive (where offered): flip between active and archived records.
• New {record} ("New person", "New household", …): the solid button at the far right creates a record of this type.

Opening records

The first column is always a link. Click the name to open the full record. The grid remembers your filters, page, and scroll position, so the breadcrumb back returns you exactly where you left off, and the record page gains previous/next arrows for the same filtered set.

Edit without leaving the grid

1. 1Double-click an editable cellOr move to it with the arrow keys and press Enter.
2. 2Change the value and confirmThe cell saves immediately and flashes green so you know it landed.
3. 3Change your mind?The toolbar’s undo arrow reverses your last inline edit; redo brings it back.

Make the grid yours

• Hide columns you never use from the Columns menu: fewer columns, faster scanning.
• Drag a column edge to resize it.
• An empty grid always tells you why it is empty and what to do next. For example, “No results match these filters” with a one-click Clear all filters.