How to Copy Grid Layout Files

Overview

When a user adds, removes or rearranges columns in a grid, the file is saved into that specific user’s folder. To copy the layout from one computer to another or one user to another, follow these instructions.

Note: This method only applies for versions before 4.4. For more information on how to copy layouts in versions beyond that, please refer to our Layout Maintenance documentation or the video here.

Instructions

COPYING GRID LAYOUTS FROM ONE COMPUTER TO ANOTHER

On the computer you will be copying from, entering the following into the start search/run menu as shown below to open the grid layouts folder directly: %APPDATA%\SalesPad, LLC\SalesPad\SalesPad Grid Layouts
Select all the files, right--click, then send to a Compressed Zip File.This will create a new zip file containing all the selected grid files.
Copy this file to a flash or network drive that you can access from the other computers you will be copying to
On the computer you are copying to, open the following folder, as in step 1: %APPDATA%\SalesPad, LLC\SalesPad\SalesPad Grid Layouts
Copy the files from the zip file into this folder

COPYING GRID LAYOUTS FROM ONE USER TO ANOTHER

Note: The following instructions are based on the Windows Vista OS. The procedure may vary depending on the OS being used.

Open Windows Explorer by right--clicking the Start button and selecting Explore
Find your local disk drive, in this case C:, and open the Users folder
Navigate to the user profile you are currently logged into, in this case, the Brandon profile
From there, navagate to AppData > Roaming > SalesPad, LLC > SalesPad
In the SalesPad folder, you will find a folder labeled SalesPad Grid Layouts. Copy that folder onto a flash drive or network drive
Log on to the target user and paste that folder onto the same directory where you found the SalesPad Grid Layouts folder. You will either want to delete any existing SalesPad Grid Layouts folder within that directory or merge and replace all the files within that folder