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Related Articles
Browser and operating system requirements
This article describes the browser and operating systems support for using GraceBlocks. Please ensure that your system and network meet the following requirements when you work with GraceBlocks to ensure system performance:
Introduction to the GraceBlocks Homepage
The GraceBlocks homepage is where you manage your account across all Zones where you are a member. When you sign into GraceBlocks (unless you come in through a deep link that takes you directly into a Block), you land on the GraceBlocks homepage.
Using filters (video)
Filters allow you to find what you need in GraceBlocks. Anywhere you store data in GraceBlocks, the filter option is available and works consistently. Watch this tutorial to learn all you need to know about using filters while using GraceBlocks.
Using columns (video)
The Columns feature is where you control how information will appear in a tab. Column sorting, grouping, display, and order are all controlled in this area. Watch this tutorial to master this essential element to navigating easily within GraceBlocks.
Using bookmarks (video)
Bookmarks are a foundational underpinning in GraceBlocks configuration. At their most basic level, Bookmarks allow you to quickly return to a specific set of information. But bookmarks can also be used to control the displays and access ...
Managing my profile
On the My profile page, GraceBlocks users can change their passwords and manage the information associated with their accounts. This area is also the point for management (activation/deactivation) of any and all Zones where you
Introduction to views
Currently, there three view options: 1) quic view 1) spreadsheet view and 2) messaging view.
Using quick view
This article covers understanding and viewing records in quick view, how to work in quick view, and how to group options (a feature only available in quick view).
Using spreadsheet view
This article covers spreadsheet view. This view is essential for building on GraceBlocks. It's also great for extensive editing because it works very much like a spreadsheet, supporting actions like copy/paste. Builders can control who...
Details page
The details page provides an expanded view of all of the information about a record inside a tab. You access it by clicking the first column in the tab, which will be either a details icon (📃) or a hyperlinked number (such as 23) tha...
Filtering records
The filter feature lets you easily find specific records in a tab. Users can filter records to find what they are looking. Once you set the filter criteria, the filtering is "sticky" and "just for you."...
Managing columns
The columns feature in GraceBlocks lets you control which columns display, their order, as well as sorting and grouping. This feature lets you easily control the information that displays so ...
Managing bookmarks
Watch the 5 minute video to get the skinny on bookmarks or read this full article to learn more.
Adding a new record
When you access a tab in GraceBlocks, you can see one record for each entry. In spreadsheet view, each row represents a record, and each column represents a field tha...
Using attachments
This article covers the following topics: Viewing attachments, Adding new attachment files, Attachment actions...
Related records
A fundamental aspect of GraceBlocks is the ability to establish connections between records on different tabs in GraceBlocks. This article explains: Understanding related records, Viewing related recor...
Collaboration
Learn all the ways to collaborate with others while working inside of GraceBlocks.
Notifications
Learn about notifications, how they are triggered, what you'll receive, and how to control where each type will be delivered to you.
History
Learn how every record's history is tracked in GraceBlocks.
Downloading records
It's easy to download records in GraceBlocks, review this article to learn all about it.
Sharing records and living lists via bookmarks
The share feature allows you to one or a group of records easily (and without requiring a login). To learn how this works, check out this article.
Email and phone number validation
This article reviews the steps to take to verify your email and/or phone number, and the actions that are restricted until this information is validated.
Deactivating your GraceBlocks profile
If you would like to deactivate your account, you can do so from the My profile page. After you select Deactivate my account, you read the prompts and follow the instructions prov...