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I have made a slightly customised version of the Customer Portal sheets, tailored to our company, but I cannot see how to point the portal to this version instead of the default one. (If this is possible of course!)

Hey, To confirm which screen are you referring to? Is it within the Donations App? If you are referring to the Contact List screen you can skip Step 1 and continue making a copy of the Contact List screen and add the LastName sort to the Grid. - Mortaza 

OK, I  went through all of the steps you described. Thanks. However, I'm not sure why we never got back to a LastName Customer sort. Should I be going through the previous process you outlined for the customer list again now that I've completed these adaptation to the Donations list?

Great point Matt. I have added that note to our ticket with the developers.  - Mortaza

Thanks Mortaza. I wanted to add that the reason for needing the Find Character action is to be able to parse the response when using the Call Web Service action. Without the ability to parse the response, the usefulness of calling a web service is greatly reduced.

The following updates are now live for users of Method.  Added Default Deposit To Account option to the Paypal Credit Card payment gateway setup (Ticket PL-1366) When processing payment transactions using the payment widget, get card holder name from payment widget (Ticket PL-1366) Added logging for payment gateway processing in Method ...

We're officially in the soft launch phase for the new version of Method. However, you may not see all the features and Apps you're used to seeing in our Classic version We'll be releasing different Apps and Features based on everyone's feedback. - Mortaza

Hey Mahlon, I was able to replicate this issue. Also the same outcome using Day as a Function. I have created a ticket for our development team, I'll keep you posted in this thread. - Mortaza

Hey, I retracted my original reply there, I wanted to get into more detail on the complete process. Follow these steps here and tell me if you are still having the same issues: 1) Method:Donor is based off the SalesReceipt table we would need to add LastName as a linked field from the Customer table.  Click on the little gear ...

<quote>Hello, You can change the default Filter/View for any Grid object on screen. > Customize the List screen and click on the Grid object. > To the right click on Filters & Views > Click on Grid Views > + Add another view Set it as default and you can set the Sorting there Asc/Desc ...