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Sorting contacts

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

  • Go to the main Contact list by selecting "Contacts" in the navigation bar.
  • Select “Sort” in the “Sort and filter” section on the left.
  • In the dialog that appears, select the appropriate option based on how you’d like contacts ordered.
  • For example, select “Last name” “A to Z” to sort contacts alphabetically by last name. Select “Address - City” “A to Z” to organize contacts by city, or “Birthday” “Earliest to latest” to view contacts in order by birthday.
  • 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.
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