Topic
Tradify's Document list pages have the option to Sort by the column types. This enables viewing documents by different orders, e.g. Document Number, Customer Name, etc...
Instructions
- Navigate to the Page for the document type you want to filter (Quote, Invoices, etc).
- Then select the column header you want to sort by (e.g. Quote No), once selected the small Arrow icons next to the column header will update to show which order you have sorted in (i.e. Ascending or Descending order).
Example of Sorting
How to Select Additional Column Options
Some document pages will have more optional headers that can be enabled and then sorted by. These can be enabled from the grid icon dropdown menu as see below:
Additional information
See here info on viewing and sorting Jobs: Filtering Jobs in the Job List
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