Maximize & Restore View for Tab Data Managers & Line-Item Grids

The Maximize/Restore option across Tab Data Managers and Financial Line-Item Grids makes it easier to work with large datasets by expanding the grid to display more records at once. In addition, the header section of expanded grids now remains fixed, ensuring important actions and menus are always accessible while scrolling through these lists.

What's New?

  • Maximize/Restore Grid Option – A new Maximize/Restore button is available to all Tab Data Managers in every module and to Financial Line-Item Grids. Selecting Maximize expands the grid to show the maximum number of rows, while Restore returns the grid to its original size.

  • Sticky Grid Header in Expanded View – When the grid is maximized, the upper part of the Data Manager remains fixed as users scroll through records. This design allows quick access to the column headers, the grid action buttons, the 3-dot menu, and other controls at the top of the Tab or Grid.

Why This Matters?

  • More Workspace, Less Scrolling – Maximizing the grid allows users to view and work with more records at once, improving productivity when managing large datasets.

  • Always-Accessible Actions – With the Tab/Grid header visible, users can access common actions and menu options without scrolling back to the top of the grid.
  • Improved Navigation – Keeping key controls within reach creates a smoother, more efficient experience when reviewing or updating records.
  • Enhanced Usability – The combination of an expanded viewing area and a sticky header makes working in Data Managers and Line-Item Grids faster, more convenient, and more user-friendly.

QuickBooks® Desktop Payments Sync Redesign

The QuickBooks® Desktop Payments Sync process has been redesigned to provide greater flexibility and accuracy when synchronizing customer payments between Results and QuickBooks Desktop. Redesigned...

New Timesheets Portal for Stand-Alone Timesheet Users

With the dedicated Timesheets Portal for organizations, employees can record and manage timesheets without requiring a BackOffice or an FSM Results license. Accessible through a simple web address,...

JotForm Integration with Multi-Form Support

An enhanced JotForm Integration allows organizations to connect up to six separate JotForm forms and automatically create Contact records as soon as a form is submitted. Each form can be...

Documents Tab Now Available on Pricing Records

Easily manage pricing-related documentation with a dedicated Documents tab on any Pricing record. In addition, documents can now be directly linked back to their associated Pricing record from the...

Select & Add Multiple SKUs Across Financial Modules

With Results, users can build financial transactions by selecting and adding multiple SKUs at the same time. Instead of adding products one by one, users can select multiple SKUs in a single step...

Enhanced Product & Service Selection in the FSM Portal

The Products & Services tab in the FSM and Team Portal provides users with more flexible options for adding Products and Services to a Job. In addition to the existing quick entry method, users...

Configurable Time Display Format for Timesheets

Timesheet Settings offer greater flexibility by allowing organizations to choose how time is displayed, enabling users to view it either in the traditional decimal format or in a more user-friendly...

Nested Products & Services Grid for Activities

Results has a new nested grid layout within the Activities Data Manager, allowing users to view Products & Services directly beneath each Activity record that they belong to. This enhancement...

Enhanced QuickBooks Desktop Re-Export for Invoices & Estimates

Results provides greater flexibility when working with QuickBooks Desktop by allowing modified Invoices and Estimates to be re-exported after their initial synchronization. New integration settings...

Expanded Project & Sales Opportunity User Fields

Results offers greater flexibility for Project and Sales Opportunity customization by expanding the available User Fields and introducing a new formatting option for Proposal/Opportunity User...