Why Customize Your View?
Everyone works differently. Our new view customization lets you choose between compact or comfortable layouts to suit your workflow.
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Note: The new view experience is exclusively available to our beta testing clients at this time and will be available to everyone soon!
- Interested in joining our beta cohort? Let us know here. When we open up the next available tranche we will contact you to confirm interest!
How to Switch Views:
- Navigate to any of the Search Grids in Valcre Online (Jobs, Contacts, Sets, Properties, Sales, Leases, Surveys, Expenses).
- Note: This setting does not affect the dashboard.
- Click on your profile drop-down and select View Options.
- Select either:
- Compact View – Maximizes the data displayed on your screen.
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Comfortable View – Provides a more spacious layout for improved readability.
- Your selection is saved automatically.
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💡Pro tip: These views apply not only to search grids but also to the way information is presented inside each tab. |
Best Practices:
- Use Compact View for high-volume data analysis.
- Use Comfortable View for detailed reviews.
Need further Search Grid tips? Learn more here.
For additional questions please contact Valcre Support.