You can select from several options when configuring how search results are sorted in the Customer Portfolio Results tab. The Customer Setup - Basic Options window offers you the following choices of Preferred Sort Order:
Note: The sort options use the labels you configured for Institute Type (by default "Company") and State/Province (by default "St/Prov").
The Preferred Sort Order options let you choose the order in which Find results are displayed
With the exception of certain types of searches for which the default sort order would not be appropriate, results are be sorted according to the sort order chosen. The following types of searches override the default sort order:
Note: The Company search (which includes personal records that are associated with company records) adds prospect status as the final sort column.
Ad Hoc - If the ad hoc search uses company ID as a criterion, the results are sorted by the designated company sort field. Otherwise, the preferred sort order is followed.
10.6 Production Release. Updated 2/24/2006 2:04:36 PM
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