What Is a Subgrid?
A subgrid is a small table that appears inside a record, showing related items. For example, when you open a company record, you might see a subgrid listing all the contacts who work at that company, another showing open deals, and another showing recent activities — all on the same page.
Why subgrids are useful
Section titled “Why subgrids are useful”Without subgrids, you would need to navigate away from the record to find related information:
- Open a company, then go to the contacts list and filter by that company
- Open a deal, then go to the activities list and filter by that deal
- Open a contact, then go to the invoices list and filter by that contact
Subgrids eliminate that back-and-forth. Everything related to the record is visible right there, saving you clicks and keeping context.
What you can do with a subgrid
Section titled “What you can do with a subgrid”- View related records — See all contacts at a company, all activities on a deal, all invoices for a customer
- Add new records — Click “Add” in the subgrid to create a new related item with the parent already linked
- Open records — Click any row to jump to that record’s full detail
- Sort and filter — Organize the subgrid data without leaving the parent record
How HARi CRM handles it
Section titled “How HARi CRM handles it”HARi automatically creates subgrids based on the relationships between your entities. If contacts are linked to companies, a contacts subgrid appears on every company record. You can:
- Choose which subgrids appear on each record type through form customization
- Pick which columns are visible in each subgrid
- Reorder subgrids by dragging them in the form editor
Subgrids update in real time — add a contact to a company, and it appears in the subgrid immediately.
Learn more: Customize Form Layout | What Is an Entity?