Preferred sort order options

You can select from several options when configuring how search results are sorted in the Customers Results tab. The Customer Setup - Basic Options window offers you the following choices of Preferred Sort Order:

  • Last/First - results are sorted by last name, first name.
  • Company - results are sorted by the designated company sort, last name, first name.
  • Country/Company - results are sorted by country, state/province, company sort, last name, first name.
  • Country/St/Prov - results are sorted by country, state/province, last name, first name.

Note: The sort options use the labels you configured for Institute Type (by default "Company") and State/Province (by default "St/Prov").

The Preferred Sort Order options let you choose the order in which Find results are displayed

With the exception of certain types of searches for which the default sort order would not be appropriate, results are be sorted according to the sort order chosen. The following types of searches override the default sort order:

  • Name - results are sorted by last name, first name, then if prospects are included in searches, whether the person is an existing customer or a prospect.
  • Company/Company Only - results are sorted by the designated company sort, then the preferred sort order.

    • Note: The Company search (which includes personal records that are associated with company records) adds prospect status as the final sort column.

  • Task Date - Ignores the preferred sort order; data is not sorted.

Ad Hoc - If the ad hoc search uses company ID as a criterion, the results are sorted by the designated company sort field. Otherwise, the preferred sort order is followed.

To set basic customer options

  1. From Customers, select Set up module > General, and click Basic Options to open the Customer Setup - Basic Options window.
  2. Click Edit.
  3. Configure the iMIS options you prefer.
  4. Click Save.