CRM

sranshaw
Membro

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

resolver

 

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

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HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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

resolver

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

 

 

Exibir solução no post original

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HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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

resolver

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

Exibir solução no post original

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4 Respostas 4
gabherrera
Participante

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

resolver

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?

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HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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

resolver

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 Avaliação positiva
sranshaw
Membro

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

resolver

Thanks 🙂

That makes sense.

Shame it doesn't remember the last setting tho.

Many thanks for your help.

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HubSpotMaster
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

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

resolver

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

0 Avaliação positiva