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Sort clients alphabetically in the clients tab
We have about 20 clients, and it often takes me a while to find the one I'm looking for in the client's tab because they don't seem to be sorted in any particular order. Just a simple alphabetical sort would make my life a good bit easier.
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Inappropriate?Hey Tim
We are actually sorting the clients by name already, although perhaps not in the way you might expect!
If an Organisation Name has been definied for the client then we sort on this, otherwise we sort on 'Last Name, First Name', which is probably what is causing the confusion. Presumably your preference would be to sort by Organisation Name, then on 'First Name, Last Name'?
I’m confident
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Inappropriate?Olly, thanks for the quick reply. The way you are currently sorting is exactly the way I would like it sorted, except that what you've described doesn't match what I'm seeing! All our clients have an organisation name defined, and yet they are all jumbled up alphabetically, both in the list under the Client's tab, and the menu list when new invoices are created.
UPDATE: They are, however correctly sorted in the list that appears when I click on the 'Summary' item at the top of the list of clients. (PS. The summary item could do with being differentiated from the rest of the list stylistically, as it just looks like another client name). -
Inappropriate?Hi Tim,
Ah yes, I see the problem now. We'll look into fixing this as soon as possible.
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Inappropriate?Hi Tim
The sidebar now has the clients ordered correctly. The drop down in the New Invoice page is still ordered slightly differently because of it's project-based nature, but we'll look at the possibility of changing this too.
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Inappropriate?Excellent Olly, thanks.
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