sort opportunity linked contacts by last name in list
It would be nice to see the linked contacts listed in opportunties with last name first so we can sort the report and group clients.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Brilliant! I vote for that. :)
I could not agree more! It makes no sense for the Linked Contacts column to sort by first name.
would like it if opportunity tracker filtered by advisor and listed clients by last name first
Wendy Malas commented
I want to sort my opportunities by household/name but it seems to only do that when i included all opportunities. I want to see the name of my active opportunities by last name.