Sorting by multiple options
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- AllPro Expert
- Joined: Tue Oct 07, 2014 9:23 am
- Website: www.crconversations.com
Sorting by multiple options
When viewing contacts, could we sort by multiple options? For example: Sort by "managed by", then by "status"? Thank you! - AllPro Expert
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- Support Team
- Website: www.allprowebtools.com
- Location: Fort Collins, CO
- Contact:
Re: Sorting by multiple options
Katie, this is already possible you just need to select one and then the other - Support Team
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- AllPro Expert
- Website: www.crconversations.com
Re: Sorting by multiple options
:mrgreen: Woops! Got it :) Thank YOU! - AllPro Expert
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- Website: victorgroner.greatmockup.com
Re: Sorting by multiple options
Is there a way to change the "managed by" field, I don't see the option when editing contacts, or better yet when looking at my whole contacts list an option to check all the contacts I want in boxes and change who they're "managed by" or just clear the tag altogether.
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- AllPro Provider
- Website: www.allprowebtools.com
Re: Sorting by multiple options
Yes, you can change the who a contact is managed by in the contacts CRM Record and updating the account manager.
You can also update the account manager when importing contacts, here how:
- AllPro Provider
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- Website: victorgroner.greatmockup.com
Re: Sorting by multiple options
Thanks I wasn't sure, do you know if it's possible to tag contacts with multiple tags when importing them? I have contacts I want to specify under things like city and industry when sorting but as far as I can tell you can only add one tag when importing, and then you have to do it again if you want to add the same list but with another tag.
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- Support Team
- Website: www.allprowebtools.com
- Contact:
Re: Sorting by multiple options
THanks for the suggestion. We have added the ability to upload a list with multiple tags in version 5.72. You can read more about version 5.72 (and the expected release date) here: viewtopic.php?f=5&t=4497 - Support Team