Adding a Sort View to a Batch of Contacts
Accountants Enterprise only
This option allows you to attach a sort view to a batch of contacts.
To add a sort view to one or more contacts
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Select Utilities > Sort Views
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Select Batch add Sort Views. The Batch Add Sort View index displays.
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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.
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When the contacts are chosen, click Execute. The Add Sort View window displays.
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Select:
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the Sort View to be attached
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the value if required and
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set the checkbox to determine if the sort view will be modified if it is already attached to the contact.
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Select OK.