thread Client Directory in Archived Discussions (Read Only)

Client Directory

HealingTouch — Fri, 29 Dec 2017 03:17:09 GMT

Is there any way to set the Client Directory to list alphabetically by last name??

Re: Client Directory

Helen — Sun, 31 Dec 2017 17:25:03 GMT

@HealingTouch Customers names in the directory are listed alphabetically by first name at this time. You can also search for customers using the search box at the top of the screen, or use the filter option to sort customers by group/visit frequency (and more).

I'll share your request for listing customer names alphabetically by last name with the Customer Directory team!

Re: Client Directory

FredTaxSvc — Mon, 21 May 2018 21:20:09 GMT

I cannot believe there is no way to view customers by LAST Name!!

This makes NO sense to me. What office has customers listed by First name?

Absolutely ridiculous. Very disappointed. May have to reconsider this service.

-Office Manager

Re: Client Directory

WizardAndrew — Sat, 07 Aug 2021 23:04:03 GMT

It's 2021, and there still is no way to sort by last name. This is a real PITA!