Sort documents related to an organization by What/When

Good day, I was curious if you could change something up for convenience…..for me, that is. ? When I am in a request, I can go to documents and then the top category that reads What/When…I can click on that and it arranges it in an easier sequence to better “see” things. When I am in Organization and click on documents (so that all documents show up for every request for that organization), it does not give me that option to “sort” in What/When. Would that be an easy add-on? Not important…just nice to have, if can be made available. Current functionality: in Documents from Organization, you cannot sort from the What/When column Desired functionality: Client would like to sort from What/When column in Documents linked to Organization Reason: Client would like to be able to view documents in different orders
  • Guest
  • Aug 11 2015
  • Will not implement
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  • Admin
    Benton Austin commented
    August 30, 2022 17:05

    We have split out the Related Documents What/When column for all related record lists. This is now shown as Date and Type columns for easier sorting.

  • +10