Posted by Becky Baylor, Software Training Specialist
I worked with a few caseworkers recently who wanted to know how they could change the sort order of their casework so that it was sorting by the contact’s last name. This was an easy change to make using the “Edit Layout” option. But you can actually do a lot more than just change the sort order. You can add and remove columns, you can rearrange columns, and you can also group by columns.
1. First think about the changes you’d like to make. In the example above, I want to sort in alphabetical order by last name, remove several columns, and switch around the Casework Comments and Assigned To columns.
2. Then click the More button on the casework toolbar.
3. A Viewer Options window will appear. On the right, you’ll see all of the available columns. On the left, you’ll see all of the current viewer columns. Click the red X to remove any columns. Drag and drop columns to add and move columns.
4. Change your sort order and even group by columns using the two options at the top.
5. Then click Save Layout.
You will be returned to your list of casework and see all of your changes. You can see I removed the columns I didn’t want, and I switched Casework Comments and Assigned To around. I also added in the Follow-up Date column and grouped my casework by type.
If you work with correspondence, you can edit your layout in the Mail module the same way.