Accountants Enterprise only
This option allows you to attach a sort view to a batch of contacts.
Select Utilities > Sort Views
Select Batch add Sort Views. The Batch Add Sort View index displays.
From the list of contacts click Toggle for each contact to be included in the process.
Alternatively, to select several contacts quickly, use the arrow and [Enter] keys.
To remove a selected contact press [Enter] again. A tick to the left of the contact indicates the sort view will be attached to the contact.
When the contacts are chosen, click Execute. The Add Sort View window displays.
the Sort View to be attached
the value if required and
set the checkbox to determine if the sort view will be modified if it is already attached to the contact.