How to Sort Columns in your Contacts, Interactions, Pledges, and Contributions Tabs

Here are the columns you can sort by in each of their corresponding tabs:

CONTACTS TAB	INTERACTIONS TAB	PLEDGES TAB	CONTRIBUTIONS TAB
Contact ID First Name Area Code Primary Street Address Primary City Primary State VANID Created Date Ask Amount	Date of Interaction Type First Name or Organization Name Primary Street Address Primary City Primary State Result of Interaction Team Member Created Date Calltime List	Pledge ID Date of Pledge Amount First Name or Organization Name Primary Street Address Primary City Primary State Commitment Level Status of Pledge Expected Date Created Date Calltime List	Contribution ID Date of Contribution Amount First Name or Organization Name Primary Street Address Primary City Primary State Payment Method Status Contribution Form   ^(Numero Payment Processing) Created Date

To sort table views using a column, identify the header of the column you wish to sort by. Click once for your results to appear in ascending order or click twice/again for your results to appear in descending order. This will let you sort any one of the properties below alphanumerically: from A-Z or Z-A or 0-9 numerically for address lines and area code contact details.

If you want to show or hide certain columns from your Contacts, Interactions, Pledges, or Contributions tabs, select the Column Chooser dropdown and click the columns you would like to view and your visible columns will change as you select or deselect certain columns. 

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Get Creative with Your CRM

Idea Starters for Sorting Columns

Get to sorting - Sorting your columns is simple. Know what column of data you want to sort by and click the header once or twice for your view to be sorted alphanumerically. You can bulk edit from there and perform actions like Contact Coding, Adding to a CallTime List, editing Ask Amount, and more. Read more about bulk editing your contacts. 

Tidy up - Sort your contacts by First Name and show multiple columns. Are you seeing some duplicate records? Bulk select the names and bulk action a merge! Note: Be sure to choose the right record or the more complete one to merge the duplicate records with. Read more about merging. 

Here’s an idea - Say you want to create a calltime list of folks you spoke to recently, but haven’t given and haven’t made a pledge. Perhaps your ask amount is too high for the donor to consider. Go to your Contacts Tab and apply a filter for has not pledged any amount in the last 30 days. Take a look at the Ask Amount column. Are your asks high relative to others? Sort these folks from highest to lowest ask by clicking the header twice. Then select and bulk edit your ask to a lower amount. Send it to a calltime list with a more accessible ask and try these folks again.