On the contact search results page make the columns sort-able.
On the contact search results page make the columns sort-able.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Rachel commented
Yes Please, it just took me 2x as long to select items from search results because I could not sort the client's names alphabetically. Pain!
-
Anonymous commented
when doing an advance search, we should be able to click on the topic heading (status, source, etc) just like an excel spreadsheet and be able to make information within that column go ascending or decending or go into alphabetical order
-
Scott commented
Make it such that the column headings on EVERY page are customizable, sizeable, AND sort-able please. Let me choose the columns, the size, and the order I want to see on every page. Also, please allow us to set these as our defaults on every page. Don't make us re-set the column headings every time we access a given page.
-
Anonymous commented
Please bring this feature over to tailwag. Not sure why it was removed anyway. It's so helpful.
-
Anonymous commented
This would be huge and save me a ton of time, please please please bring that feature over.
-
Allan commented
Dennis - well said.
-
Dennis Shao commented
In previous Redtail CRM upon performing an Advanced Search you can filter the list by name, status, category in the search results. Now it is not available. Surely this is a simple feature to bring back. Why remove in the first place? Sometimes it is easier to filter on the spot rather than filtering it in an Excel export.
-
Kimberley Harper commented
I agree this would be helpful. I'd also like to set my column preferences so I don't have to add "servicing advisor" after each search.
-
Jim commented
Make the columns in advance search sort-able by clicking on them. Ex. Sort the source column so i can see who I want to add to a new tag list.
-
Anonymous commented
It would be nice to have the ability to organize Quicklists by something other than alpha order. Give the user the option to be able to organize the list based on their need - by category, status, etc...
-
Mindy Backsen commented
I have multiple status for my Application Quick Lists and it's driving me bonkers not being able to sort them by status!!! Please please quick add this feature to Quick Lists!!
(also, while I'm at it I might as well put a plug in to make Quick Lists available from the Overview screen like it use to be in Leap Frog. For those of us that use lists all day, throughout the day, it's almost like it's hidden in when you have to click "Recently Viewed" then click the 2nd tab....) Thank you!!
-
Andy Dziedzic commented
Please bring back the function of the old Redtail that allowed you to sort each page by status, category, source, type, location on the first Contact screen. Now each topic does not allow you to click on it in order to sort ascending/descending.
-
Anonymous commented
I would like to be able to sort an advanced search results in other ways other than alphabetically.
Sort and filter options would be a huge improvement especially when using search results for specific labels or mailing.
There is currently a label option to sort by zip and I would like to see more ways to sort...