Sorting Clients by Last Name

The default display and sort order for your client listing (Lists > Clients) is First Name / Last Name, but there is the ability to change this to display their Last Name first if you'd prefer.

Follow the steps below to adjust this:

  1. Navigate to "Lists > Clients", and click the "Column" button above the list.
  2. Check the option labelled "Last Name, First Name" and click "OK".

  3. You will see that your clients are now listed with their Last Name first, you can click the "Name" column to sort them alphabetically as needed.

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