Product Update: Custom Layouts

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Asset-Map continues to update and improve to meet our clients’ needs - here are the latest and greatest updates we’re proud to share with you.

Custom Layouts

Custom layouts allow you to specify your own custom data views, using available filters and sort options, to easily create reusable searches that can be quickly accessed at any time from within your household index.

  • Save time by creating valuable custom data views (searches) that can be quickly accessed at the click of a button.

  • Tailor the household index to your own specific needs by specifying a “default” layout that is most valuable to you.

Where to Access this Functionality

Every user has access to the Asset-Map Default layout within their Household Index.  Once additional layouts have been saved, they will be accessible from the “Layouts” pick list, located in the upper left of the household index page

How to Use this Functionality

To create your own custom layouts, simply

  1. Open your household index

  2. Click the “Filter” button, to select the appropriate filter criteria needed to narrow your search results

  3. Click the “Apply Filter” button to update your data view

  4. Use the column headers to apply your preferred sort options (Asc/Desc)

  5. Click the “Save” option, located in the upper right of the index

  6. Select “Save As…” to create a new layout

  7. Specify a unique name &/or set as your new “default” view, and click “save”

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