+1

Sorting by client name in task views

Jolanta Wantuła 5 years ago in Home Portal updated by Jan Sundström 4 years ago 4

We would like the option to sort by client name added in task views. It is possible in project or job views, so why not add it also to task views? Searching for a client isn't the best, as you can search for clients that aren't indeed on the list.

It would greatly simplify invoicing tasks to clients and not forgetting certain ones.

Do I understand correctly that you would like to sort ascending/descending? You can always add column with client name to task view.

Hi Martyna,

I don't know if you saw my reply, since I posted it as a general reply to the question, not to your answer.

Yes, ascending/descending. As far as I can tell, the column "Client >Name" doesn't allow sorting in this way. Is there a different column that should be used instead?

Hi,

Sorry, I didn't notice your message before.

Yes, ascending/descending. As far as I can tell, the column "Client > Name" doesn't allow sorting in this way. Is there a different column that should be used instead?

I wonder if there has been any progress on this?
I was in contact with XTRF support as well, regarding the lack of sorting (in my case Client Contact Person Name), and just got the answer that these name columns aren't sortable.
The suggested workaround was to export as CSV and do the sorting in Excel (which is a real nuisance since the CSV doesn't open as UTF-8, but that's another story).

Anyway, alphanumeric sorting of a column seems like such basic feature, I can't believe XTRF existed for all these years and no one bothered to fix it.