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Sort View Index for Client or Contact

Accountants Enterprise only

In Central Database, you can nominate to sort contacts in a particular order by attaching sort views to the contacts. Sort views serve to sequence contacts for reporting purposes.

This window is an index of all the sort view options for the currently selected contact. From this point, you can add sort view options and edit existing ones. These sort view options define the way in which specific information about a contact can be retrieved and viewed. For example, you can nominate to view information on contacts that have the same postal code.

Buttons on the window are:

NewThis button allows you to add a new sort view.
PropertiesThis button provides detail on the sort view. Highlight the sort view and click Properties.
DeleteThis button allows you to remove a sort view from your contact. Highlight the sort view to be removed, and click Delete.
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