Discussion Forums

Contact Activity Order

 
Aficionado
17 posts

We’ve added files, notes, events, task lists, etc. to our contacts, but we can’t figure out how to sort them by date.  It seems like it sorts them by group (all emails together, all notes together, etc.).  It makes it very confusing, because you have to scroll around to find the latest update.  For example, one contact “John Doe” has this order of items (from top to bottom):

December 23, 2009 - Note
December 23, 2009 - Note
February 24, 2010 - Email
February 11, 2009 - Email
January 20, 2009 - Email

I’ve tried clicking “placed order” and “date” but nothing changes—and when I hit “refresh” from “date” it reverts back to “placed order” (even though it’s not in placed order.  Any ideas?

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Administrator
3952 posts

When you click on the Date option in the top-right corner the activities are all sorted by date.  The single exception is the activity we call “Linked-emails” which technically is a single activity that lists all email messages inside it i.e. this activity is a container for all email messages and messages are sorted inside it based on date.  So essentially there are two sorts, all activities, then emails within the linked-emails container.  Is this the anomaly to the sort order you see?

Aficionado
17 posts

Yes, that’s exactly the problem.  I get what you’re saying, but it doesn’t really make sense from a user’s point of view (at least mine).  I want to see ALL activities sorted by date—not have to parse out the linked emails in a separate category.  It prevents us from seeing the “flow” of client communication that way…does that make sense?  Is there a way to fix it?

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Administrator
3952 posts

The feature is designed to work with many emails (e.g. dozens or hundreds) which would normally create a page that became difficult to work with.  It cannot be changed but it can be placed is a specific spot on the page or in a section etc.  We believe it’s a bit better than hiding the information in in a tab called “emails”.

Aficionado
17 posts

Gotcha.  It would work better the other way for us (e.g. even if there were a hundred emails, we would want to see them integrated in chronological order with the other activities) but I see where you’re coming from.  Thanks for the quick reply.