Sorting records in a list

When viewing a list in Sage CRM, you can change the order in which the records are sorted. This example shows how to change the sort order for a list of communications.

  1. Open a Company record and click the Communications tab.

    In the list of communications, the triangle next to the column heading indicates the column by which the records are currently sorted:

    • 6 Indicates that records are sorted in the ascending order.
    • 5 Indicates that records are sorted in the descending order.
  2. You can do the following:
    • To change the sort order from ascending to descending or vice versa, click the column heading beside which the triangle is displayed.
    • To sort records by another column, click the column heading.