Customizing Search Results
Seeing only the information you need on a Search Results screen can save you hours of time and make your job much easier! If the information on Matrix default Results screen would be easier for you to read if presented in a different order, you can change and organize your grid with the order you prefer and make it your default.
Viewing the Grid List
To view your search results in a grid listing, click Results. The results grid opens.
Adding a Column
1. On the Agent Single Line (grid), position your cursor on the column heading of where you want to add a column. The cursor changes to a double arrowhead.
2. Click once. The Grid Toolbox opens.
3. Click Insert Column. The toolbox expands.
4. Scroll through the list to find the column you want to add. Or you can use the Search box to find the column. Click to select.
5. Click Apply. The toolbox closes and the column is added.
Saving Your Grid Changes
Once you have made the changes to your Agent Single Line Display, you may save those changes and make it available for future use or make it your default.
1. Click the Manage Display icon.
2. Type a name for your customized display in the box.
3. Click Save as Copy. You customized display grid is now available in the Display drop down.
Setting Customized Display as Default
You can make your customized grid display your starting default, so it is the grid display you see each time you view results.
1. With your customized display name selected from the Display drop down, click the Gear icon.
2. A drop down opens. Click Set current display...link.
Next time you view search results, those results appear in your customized grid.
Deleting a Column
1. On the Agent Single Line (grid), position your cursor on the column heading of the column you want to delete. The cursor changes to a double arrowhead.
2. Click once. The Grid Toolbox opens.
3. Click Remove Column. The toolbox close and the columns are removed from the screen.
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