You can set up sort keys to further customise your customer records to make it easier to search and also to report on them.
The default sort keys are:
Sort Key.
User Sort 1.
User Sort 2.
User Sort 3.
The above labels can be customised, so if this has been done on your database, you will see the customised labels that are more meaningful for your business.
Create a sort key for a new customer
Click Debtors then click Customers.
Click + New Record then scroll down to the Sort Key section.
Click Configure.
Complete the fields, if you need more, click + New Record.
Click Save.
Add or edit sort keys for an existing customer
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.In the Code or Name column, click the hyperlink, the underlined text, to put the customer record into edit mode.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow on the right-hand side middle of the screen.On the Details tab, scroll to the Sort Key section.
Click on the drop-down arrow on any of the 4 sort keys and select the relevant record for each one.
Click Save.
Tip: For a one off sort key, you can enter a record on the fly which isn't saved in the drop-down list but is only saved against the customer.