CRM

sranshaw
Mitglied

By default can I sort contacts or other items by alphabetical order?

lösung

 

I'd like to order my colums by "Last Contact" date - oldest first.

 

I can do this temporarily, but when I go into a Company Recors and then return to the Companies the order has reverted again which is a tad annoying.

 

Can anyone help please?

 

Thanks

0 Upvotes
2 Akzeptierte Lösungen
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

By default can I sort contacts or other items by alphabetical order?

lösung

You can use saved filter to set this up.

 

  1. Set up all the filters you want and then sort them as described above.
  2. Then select save filter.

Each time you select this filter it should be sorted for you the way it was when you saved it

 

 

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

By default can I sort contacts or other items by alphabetical order?

lösung

@sranshaw You can choose one filter as your default. See below, you can select this in the saved filter view -- options -- make default

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
4 Antworten
gabherrera
Teilnehmer/-in

By default can I sort contacts or other items by alphabetical order?

lösung

This seems to have changed - I can save the column arrangement but not how the data in those columns are sorted. Is this possible in HubSpot?

0 Upvotes
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

By default can I sort contacts or other items by alphabetical order?

lösung

You can use saved filter to set this up.

 

  1. Set up all the filters you want and then sort them as described above.
  2. Then select save filter.

Each time you select this filter it should be sorted for you the way it was when you saved it

 

 

0 Upvotes
sranshaw
Mitglied

By default can I sort contacts or other items by alphabetical order?

lösung

Thanks 🙂

That makes sense.

Shame it doesn't remember the last setting tho.

Many thanks for your help.

0 Upvotes
HubSpotMaster
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

By default can I sort contacts or other items by alphabetical order?

lösung

@sranshaw You can choose one filter as your default. See below, you can select this in the saved filter view -- options -- make default

0 Upvotes