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