Each user account in your ISN can set their own preferences for viewable columns and organization of data.
In each account go to Inspections -- View Inspections
Scroll down and click on Settings on the bottom left.
The items in the green box are the columns already displayed on your grid. To remove a column, drag and drop the item from the green box into the red one. The items in the red box are available items that you can add to your grid. To add a column, drag it from the red box into the green. Make sure to Save when you're done.
To rearrange the order in which the columns are displayed, grab the horizontal lines icon to the left of an item and drag it where you would like this column. Make sure to Save when you're done.
Note: Check the bottom of this article for a full list of available columns for your inspection grid.
There is a check box for Show Action Icons instead of an Actions drop down that will either bunch your "Action" items into a drop down button (unchecked) or it will show icons on your grid for each item (checked).
Unchecked Notice the items broken out once "Actions" is selected
Checked Notice there is no "Actions" button - instead each "Action" item has its own button.
Available Inspection Grid Columns
Below is a list of available column options that you can show/hide/rearrange on your inspection grid via the blue Settings button. If any of these options don't appear for you, make sure you don't have them disabled from view entirely. For more information click here.
- Report #
- Address (show county, sft and/or yrbuilt)
- Policy Holder
- Order Type
- Foundation Type
- Year Built
- Square Feet
- Client (no contact info)
- Client Name - with phone and email
- Buyer’s Agent (no contact info)
- Buyer’s Agent - with phone and email
- Seller’s Agent (no contact info)
- Seller’s Agent - with phone and email
- Insurance Agent - with phone and email
- Escrow Officer - with phone and email
- Home Owner’s Network (HON)
- S24 (Secure 24)
- Alarm Leads
- InterNACHI Buy Back
- Cost Center
- One Source