Thursday, May 22, 2008

Sorting By Multiple Columns In Microsoft CRM

Microsoft CRM views in 3.0 are a great way to view important parts of records in a clear concise manner. The views also offer sorting which is an even greater plus for many users. What may not be known however is that users can sort by multiple columns!

Simply hold down the SHIFT key, and viola! This can be especially helpful for views that have columns with data that have similar values. A prime example is in CRM, if there are hundreds, or even thousands of Contact records, and the view might have first and last name columns. The likely hood of having duplicate first names is high. So if a user wants to sort by first and last names, he/she can hold down the SHIFT key, and click on the first name and last name column.

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