I list multiple contacts under each company. On the Customer List the database does not organize them in any way that I can understand. Some of the contacts are alphabetical by last name but the list is not consistent. I list a lot of doctors with the M.D. or D.O. at the end of the name and many nurses that have the R.N. at the end of the name and this is perhaps influencing how the contacts are being recognized and how they appear on the contact list. It is extremely annoying trying to locate the contact in the list and it would be great if they were all listed by last name. How can I fix this problem? Thank you.
Thank you for the email response. I use the default sort that does it by company. The contact list within the company listing is not completely random but it is not done aphabetically by last name. I have to scroll down to try and find the name. This gets frustrating when you have a customer with forty contacts and you have to scroll the entire list rather than jumping to a point where it should be located based on the last name. I know how to sort to find a specific first or last name but that is not how I use the customer list. It should list alphabetically by last name. I really appreciate your time to try and help with this problem.
If you haven't already done so, can I suggest you go to Tools > Preferences >Name Preferences and make sure you have the doctors and nurses qualifications (MD, RN etc) added to the surname suffixes list, otherwise ACT thinks that "MD" is the surname. Also, make sure you add two versions of each entry one without full stops and one with (i.e. MD and M.D.)