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How do I change the individual client list to show it alphabetically instead of by client number?

Nancy Pearson
Level 1
 
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3 Comments 3
sjrcpa
Level 15

Settings, Options, Display, select "Client Full Name, last name first" and have it be the top item in  the Display list


Ex-AllStar
George4Tacks
Level 15

Click and hold the header for client name and drag it into the left column. Click header to sort A-Z, Click again to sort Z-A. You can do this with any column. 


Answers are easy. Questions are hard!
sdsegercpa
Level 1

thank you.

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