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Notes/History report

New Member
Posts: 8
Country: USA

Notes/History report

When developing the Notes/History report how can I have it sort by company. It's currently sorting by contact name.
 
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Notes/History report

Add a section for Company and select the desired sort, ascending or descending.
 
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 8
Country: USA

Re: Notes/History report

The company exists but I can't find ascending or descending sort.
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Notes/History report

I think you are referring to the field. You need to add a section to the report for Company and that section will allow you to specify a sort.
 
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com