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Last Name Sort or Quick Filter

Your PlanPlusTM Online Account can now search and display by Last Name, Classification, Team Member (if you have multiple users), State and Last Updated Date.  Theses filters and choices are there to use at a "touch".

When looking at the Summary View (list) of Contacts or Organizations the obvious Alphabet Line will now search and display all entities by the chosen alphabet character


Click the "slanting pencil" to select more search criteria to expose the other searches:

You can still search by first name - just part fill the name to start the search in the search pane.


Now you've made your selection the choices will always be available for you and/or your team.


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Solution #: 800930
Category: FAQs
Type: Knowledge Base
Status: Published

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