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Alphabetizing by company instead of last name when doing contact directory

New Member
Posts: 11
Country: USA

Alphabetizing by company instead of last name when doing contact directory

I do a contact directory (example:  companies I do business with in a state) and then make a file in My Docs.  Then I send this to someone as an email attachment  and the contacts are alphabetized by last name.  I would prefer it be by company name.

 

Any suggestions?

 

Thanks!

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Alphabetizing by company instead of last name when doing contact directory

When you've looking at your contact list view,

Edit | Sort

will allow you to change the sorting order.

New Member
Posts: 11
Country: USA

Re: Alphabetizing by company instead of last name when doing contact directory

Thank you.  The company names are in Alphabetic order but when go to Reports and do a contact directory it comes up alphabetized by last name and there does not seem to be an option to resort by company name.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Alphabetizing by company instead of last name when doing contact directory

If I understand your statement correctly, the report is functioning as designed. The Contact report is based on 'Contacts' and will not sort by 'Company'. Contact will always be the higher level.
Greg Martin
Sage
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Alphabetizing by company instead of last name when doing contact directory

While what Greg says is technically correct, because the contact record does include the company name, the report can be sorted by the company name. To do that you must edit the template. Open the template for editing and click on Edit | Sections. In the dialog click on the section right below the Page Header and choose Copoany as the field to sort on.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129