How do I Sort Contacts by Created Date?

Updated on August 26, 2017 05:33AM by Admin

If you have been using Apptivo CRM, you would have been aware that you can sort the records on the base of the date of creation. 

You can sort contacts by "Created On" field. For this you need to change a few options on your contacts table view (Table view is nothing but the contacts list when you select "All Contacts" or search results etc).

By default, app will provide you fields such as first name, last name, job title, categories, created by, phone-fax and email-business.

If you want to add "Created On" field as default field, you can save your custom view with search and preferred field.

Steps to Save "Created On" Field

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More icon and select “Settings located at the app header bar.
  3. Select "Customize App" drop down. Click on “List Layouts” from left navigation panel.
  4. Locate and select "Created On" field from "Display" drop down, the changes will be updated automatically.list-layout
  5. Search with some criteria or select "All Contacts" menu, you can view "Created On" field as shown in the image below:

Sorting Contacts by "Created Date"

  1. Click on "Sorting arrows"sorting-arrowsfound in "Created On" field as shown in the image below:
  2. You can view the result based on ascending or descending order.

Note: Follow the above steps to sort leads, customers, opportunities, projects and cases.