Keeping your business information organized can save you time and help you focus on your priorities. One way to do this is by sorting your data using the custom fields you’ve set up—so you see exactly what matters most, when you need it.

📌 Why This Matters

Sorting your business records by custom fields makes it easier to find important information quickly. Instead of sifting through everything, you can arrange your lists by things like price, renewal dates, status, or priority. This means less time searching and more time focusing on running your business.

✨ What’s New

• Sort by custom fields: You can now organize your lists based on any custom field you’ve created — not just by when items were added or updated.
• Sort from dropdown or column headers: Choose how you want to sort your data by clicking column headers or selecting options from a sort menu.
• Toggle ascending or descending: Easily switch between viewing your data from lowest to highest, or highest to lowest.

🛠️ How to Use It

1. Step 1: Click on the column header of the custom field you want to sort by. Click it again to reverse the order.
2. Step 2: Alternatively, open the list view, click the Sort option, pick the custom field from the dropdown, and choose ascending or descending order.

This second method is helpful when the field you want to sort by isn’t currently visible as a column in your list.

ℹ️ A Quick Note

Sorting doesn’t work for fields like multiple-choice dropdowns, checkboxes, or list-type text boxes. Keep this in mind when setting up your fields for sorting.

💡 Pro Tip

Use custom field sorting to quickly spot upcoming deadlines, high-priority tasks, or important client details—saving you time and helping you make decisions that support your business growth.