filter note reports alphabetically
I have been asking for the note reports to go back to an alphabetical order since November2020. AS it is now they are done by date. And when you do it that way you get a specific clients notes scattered all through the report instead of all together.
10
votes
Paula Schertz
shared this idea
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Tetiana Zaiets commented
I vote for it because it is very useful!
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Marcus commented
Not sure if you're exporting the notes report or not, but you can export to an Excel file then highlight Column C "Contact Name", sort and filter by A to Z