The first surprisingly underused Qube feature that I am going to walk you through is how to customise what I affectionately call the "Search Table". The Search table is the table of information you see after you enter any of the Qube PM tabs (also referred to as "Apps" or "Wormholes") from the home page.
Each tab has its own main grid which displays a selection of information per record (i.e. by Owner, Property, Unit, Tenant etc). Most Qube PM users tend to view this grid in the default setting, which means they access limited and non-tailored information.
What you might not realise is that you can customise the table to show more information or—better yet—more relevant information. So, instead of having to go on a clicking mission each time you want to, for example, find a client phone number, you can bring that phone number to the forefront so that it is accessible from the front page.
Once you've customised your "Search Table" to suit your workflow, you'll save a whole lot of clicks and a whole lot of time. And now, I will show you exaclty how to do it!
In this example, we are going to edit the "Search Table" in the tenant shortcut icon.
1. Log into Qube and go through your chosen “wormhole”. In this instance, we are going to enter "Tenant".
Your default search table will now appear and will look something like this:
The default grid is very limited on the information it shows, but we can customise it to suit your needs. (The grid can be changed dependant on the piece of work you are doing).
2. In this example, we are going to add an address field to the grid. To do so, right click anywhere on the grid and select "Insert column".
This will bring up a screen that shows all the different fields you can add to you grid.
3. If you want to add in an address line, open up the "Address line" section and double click on the "Address".
Your grid will now contain an extra column and will show "Address":
If you are unsure what a field is called, you can find the name by going into any record in in the main grid. Select the edit function (the little pen symbol) on the top ribbon.
Find the field you want to add as a column and press the F9 key on your keyboard. This will bring up a screen that shows the name of the field. In this example, we the item we want to add is from a Tenant File and the field name is "address".
4. Let’s now add another column. In this instance we'll add address line. Right click and "insert column". Then open up the "address line" and double click on "Address". Your grid will now look like this:
You can continue adding columns until your heart is content.
5. IMPORTANT – To keep these columns next time you enter the Tenant "wormhole", you must save your changes. To do so, right click anywhere on the grid and select "Save changes".
If you fail to save changes, your new columns will not be available the next time you enter the tenant "wormhole".
6. Once you have finished with a column and no longer need it, you can hide the column so that it no longer shows up on your main grid. To do so, highlight the column you wish to remove (in this instance we're going to hide "Address" by clicking on the dark blue header of the column you want to remove:
Note: You can hide multiple columns at once by holding the ctrl key and clicking on the headers you want to hide.
7. Right click the column and select "Hide selected columns".
The column will now be hidden from view.
8. Remember to save changes or the column will reappear the next time you login.
And that's all there is to it. If you need any assistance with customising your Qube search table, please do feel to reach out.
Simon is a Qube Functional Consultant dedicated to helping you get the most from your MRI Qube system and process. As a former client-side system admin and Air Traffic Controller(!), Simon quickly becomes a knowledgeable and unflappable extension of your team.
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