alphabetically contacts / chronological work order
When I put a new contact they are listed in the order they were added rather than alphabetical. and for workflows - the customers are listed alphabetically rather than by the date the job was added. If there is any way you can have more freedom in this area or able to make it more practical.
You can sort your main Contacts grid:
1. Go to “Contacts” from the left side navigation.
2. Choose “List” on the List/Board switcher.
3. Click the gear icon at the top right of the report and choose “Customize”.
4. Click the column header for “First Name” or “Last Name” to sort alphabetically.
5. Click “Save” at the top right.
To sort your Board lists:
1. Go back to Contacts from the left side navigation and choose “Board” from the List/Board switcher.
2. Put your mouse over the board tile that you’d like to sort and use the gear icon to click “Edit”
3. You’ll see that each list has a sorting assigned to it. You can use the gear icon to edit the sorting of each list so it fits your needs.
Let us know if we can help walk you through this further!