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Sarah M
August 15, 2023
Question

Why can't customers be sorted by balance within the Customer module?

  • August 15, 2023
  • 1 reply
  • 0 views
You can only sort the main list by balance, as soon as you go into the detailed customer page, the left hand list only offers you sorting by name or recently viewed.

1 reply

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GeorgiaC
August 15, 2023

Hello Sarah M, thanks for posting on the Community page. We appreciate you highlighting this and we'll pass your comments on to our product team as feedback.

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    Sarah MAuthor
    August 15, 2023

    Thank you Georgia. It's really useful to be able to quickly go through the detail of customers with balances one by one in the customer page where you can instantly see at a glance in the transactions window for each customer which invoices are o/s. I always used to start the day with running through the debtors in this way; now you can only sort this detailed customer list alphabetically which is really long to scroll through.

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