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Journeyman
Picture of Mark Des Cotes
Posted
Can anyone explain to me the order in the Client list? You would think the clients would be listed alphabetically but mine aren't. My list starts with (first letters only) M, M, T, B... then in the middle I have M, N, O, P, C, P... then farther down, Q, S, P, S... Why are there clients out of order? This is very confusing when looking for a certain client.
 
Posts: 50 | Location: Cornwall, Ontario | Registered: February 26, 2007Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Brandon W
Posted Hide Post
In the preferences under General there's the option to sort by person name or company name. Your list is probably sorted by company name.
 
Posts: 66 | Registered: September 24, 2007Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
Picture of Mark Des Cotes
Posted Hide Post
You're right. Sorting the list by persons name fixed the problem. But I still wonder why the list was out of order before. Now that I look at it I see that all the Clients that were individual people without a company name were the ones out of order. Although I cant see why they were in the positioning they were alphabetically.
 
Posts: 50 | Location: Cornwall, Ontario | Registered: February 26, 2007Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Brandon W
Posted Hide Post
I reproduced that here. We'll look into this. Thanks.
 
Posts: 66 | Registered: September 24, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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I want to know how to order the clients by last name. I can't figure out how that is done.
 
Posts: 1 | Registered: November 29, 2007Reply With QuoteEdit or Delete MessageReport This Post
Marketcircle Team
Picture of Brandon W
Posted Hide Post
quote:
I want to know how to order the clients by last name. I can't figure out how that is done.


I don't think that can be done with the current version of Billings. For future versions of Billings, how would you prefer the client list to display when sorted by last name:

Kevin Bryant
Alina Fun
Elise Green

or

Bryant, Kevin
Fun, Alina
Green, Elise

Thanks.
 
Posts: 66 | Registered: September 24, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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I would love to be able to sort my clients by last name. When sorted by last name (alphabetically), I would prefer they display as: "Smith, John".

Thanks, Steve
 
Posts: 1 | Registered: February 26, 2008Reply With QuoteEdit or Delete MessageReport This Post
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