Sort Account Notes
→ → → →
Follow steps 1 to 4 in Export Account Notes Report to display desired account notes.
From the upper-right of the Accounts Notes Report List area, select Custom Sort.
From the Custom Sort popup, select the 9-dot icon to rearrange sortable fields by dragging and dropping them.
The Custom Sort popup lists all the sortable fields.
When sorting notes, it prioritizes sorting by the field with sequence number 1, followed by the field with sequence number 2, and so forth.
From the Custom Sort popup, use the dropdown in the Sort Rule column to select a sorting rule.
From the lower-right of the Custom Sort popup, select Apply.
Alternatively, select Reset or Cancel.
Note
Once notes have been sorted by multiple fields, choosing a new sortable field by selecting the downward arrow in the header row of the Account Notes Report List will clear the multi-field sorting and sort notes based on the newly selected field.