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Sorting contacts

Here’s how to sort your contact list to change the order in which contacts appear:

  • Click on “CRM” in the navigation bar to pull up the full list.
  • Select “Sort” in the upper right.
  • In the dialog that opens, choose the field you’d like to sort by.
    • For example, select “Last name” from “A to Z” to sort contacts alphabetically by last name. Or, select “Date contact was created” from “Latest to earliest” to see the most recently entered contacts at the top of the list.
  • If you'd like the CRM to remember the selected sort, tick the box "Make these the default settings” before applying the sort.
  • Please note: if you use the main search, that will override any default sort settings to sort by relevancy.
  • Want to save this sort as a view for easier access next time? Learn how to save a view here.
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Keywords:
Organize, arrange, order
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