Help. Is it possible when viewing (all) CTA's to have New show on top, rather than Closed?
In short, our users would like the ability to sort the Group By so that New would show before Closed. We do have a work around for them, which is changing the Group By to All and then adding the Column of Status Name and sorting by that. But it displays it all together, rather than separated.
Just curious if there is a way to do it and I just need to add an additional field or something.
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That is ascending/descending. Try clicking that and see if it changes the sort to what you need.
Do your CSMs need to see the Closed CTAs? You can always add to the filter options to filter out anything that is a Closed status.
We have more than a few CSM's who like to see ALL (Open/Closed) CTA's. And one of their favorite views is the Group By Status Name. We have a work around for it so that they can see all Open/Closed in one view, but it's using the Group By All, so there isn't a defined break.
We show status in alphabetical order. One way to see 'New' before 'Closed' is by appending a number before the status e.g. Statuses can be - 1 New, 2 WIP, 3 Closed
This way the alphabetical order of the status will change based on your requirements.
Having said that, we understand the need for better sorting capabilities and we will definitely try to improve the behavior soon.
I see Nitisha's (Hi!) response adding a numerical value in front it. But if I'm not mistaken, it's alphabetical in some of the other areas, such as Success Plans in order get them to display in a certain order.