Sorting history tab data

You can sort records by any column in any of the history tabs on the Manage Customers window except Record History and Roster. Click the heading of the column by which you want to sort and the rows will be sorted according to the following rules:

Data Type

Sort Type

Example

varchar (alphanumeric)

alphabetic ascending

(A-Z) (1,10,2,20)

numeric

numeric ascending

(1 - 99)

date

chronological ascending

(1/1/2001 - 12/12/2005)

money

numeric ascending

(1.02 -99.99, 1,02 - 99,99)

Clicking on the column header of the sort column toggles the sort between ascending and descending order. The column by which the data is sorted is marked with an asterisk (*).

Click the column header to sort by that column

Limitations:

  • To protect data integrity, column sort is disabled when you edit data.
  • This change does not affect the Record History and Roster tabs.

Note: The number of records returned for a customer is limited by the Find List Maximum configuration option in the Customer > Setup > Advanced window. Re-sorting tab data only sorts data that has already been retrieved, it will not retrieve any additional records that were excluded when using the default sort order.