Sorting Records

Sorting by Columns

To sort a list:

1. In list view, click the column header.

   The list is then sorted by this field in ascending order. An upward arrow is shown in the header.

   

   The Ascending option in the Data menu is enabled automatically.

2. Click the column heading again.

   The list is then sorted in descending order and a downward arrow appears in the column heading.

   The Descending option in the Data menu is enabled automatically.

3. Click the column heading once again.

The sort criteria are removed. The data is sorted according to the criteria defined under Data > Sort.

Sorting Using Any Field

To sort an info area according to any of its fields:

1. Select Data > Sort from the menu.

   The Sort dialog box opens.

   

2. You can use the (Order), (Number), (Type) and (Length) buttons to display additional info for each field.
3. Double-click the corresponding field or click on the check box to select the sort criteria. Multiple fields are sorted according to the order in which you select them.
   Note: You can click in the list field and enter the first letter to quickly switch to the desired field.
4. Use the Descending check box to determine whether records should be sorted in descending order rather than ascending. Use the Case sensitive check boxes to specify whether upper and lower case letters should be treated differently.
5. Click OK.

   All the current info area's records are sorted.

   The sort order is retained for each info area. If you exit and then re-enter Aurea.CRM win, the previously defined sort order is still valid.

   The order of the fields is displayed in the column header as superscript numbers.

   The sort order is also taken into account when printing out lists.

   Note: Because it takes a long time to sort large numbers of records, it is advisable to narrow down the data to be sorted by defining conditions or selections first, see Conditions and Selections. You can also use the quick search, see Quick Sort with Indices.

Quick Sort with Indices

Fields that are indexed allow you to sort data in a matter of seconds.

1. If the current level includes more than one info area, select Data > Sequence from the menu to determine which info area to sort.
2. Select Data > Sort by from the menu to determine the index used to sort the selected info area.