On April 2025, we replaced the plugin Grid Buddy by a more modern and powerful one, called Grid Mate.

Based on the 2024 grids usage, we decided to migrate the following grids:

• Children Accounts
• Pricing Settings
• Bracket Pricing
• End Uses
• Contract
• Realized Sales
• My Opportunities without schedule
• Update schedules in my open opps
• Update stage dates in my open opps
• Pricing details
• Meeting report

Each new grid filters and settings are detailed in the next pages

This section will explain how to manage the accesses and how to maintain the grids