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Sort and filter Dropdowns

Last post 05-22-2015 12:08 PM by Marco. 4 replies.
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  • 05-22-2015 10:19 AM

    • Marco
    • Top 200 Contributor
    • Joined on 12-03-2014
    • Honduras
    • Posts 24

    Sort and filter Dropdowns

    Is there a way to sort dropdown lists? I have a Accounts dropdown and I need to sort it by Account Number. If dropdowns could be seen in hierarchical view as well as flat view it would be great.

    I also need to filter this Accounts dropdown and only include some accounts. It wouild include some asset accounts and some expense accounts. I am using Account numbers to filter and I get to filter all the asset accounts, but I'm having a hard time getting the selected expense accounts into the dropdown list.

    Marco López
    marco@incorpora.biz
  • 05-22-2015 11:35 AM In reply to

    Re: Sort and filter Dropdowns

    Answer

    Hi Marco,

    Dropdowns are sorted alphanumerically and unfortunately, you cannot specify otherwise. We understand that this is not ideal and the ability to sort dropdowns has been included in Method New and will be available when we launch.

    How are you building the filter? Have you tried using the Build selection list option? I believe this option would be ideal since, as I understand it, you have a specific list of account numbers to be included.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 05-22-2015 11:50 AM In reply to

    • Marco
    • Top 200 Contributor
    • Joined on 12-03-2014
    • Honduras
    • Posts 24

    Re: Sort and filter Dropdowns

    Hi Audisho,

    I'll try the Build Selection list.

    I understand that it will be very difficult to migrate from actual Method to New Method. We've done a lot of customization. Please give me an idea about this.

    Thanks,

    Marco López
    marco@incorpora.biz
  • 05-22-2015 11:55 AM In reply to

    Re: Sort and filter Dropdowns

    Answer

    Hi Marco,

    We have a plan in our roadmap for migrating customization from Classic to New, but I can’t provide an ETA for when this will be available. If you would like to migrate sooner, you will need to re-build manually.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 05-22-2015 12:08 PM In reply to

    • Marco
    • Top 200 Contributor
    • Joined on 12-03-2014
    • Honduras
    • Posts 24

    Re: Sort and filter Dropdowns

    Audisho,

    We keep adding functionality cause we're building a robust application around QB. I don't think it will be possible to re-build manually. I hope ETA doesn't take long.

    Thanks,

    Marco López
    marco@incorpora.biz
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