Make the solicitor list in work center sort alphabetically
In control panel, when you give a group permission to view other people's portfolios it adds a drop down menu of solicitor names to the work center. The order of this solicitor list appears to be random or possibly by user-added date...it's hard to tell. It would be much easier to find the user whose portfolio we're wanting to view if the list was sorted alphabetically by default.
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Eric Baerg
- Mar 20 2015
- Shipped
Related ideas
Finally remembered to look at this. Unfortunately, while the change is somewhat helpful, it introduced another click (I think it was just a drop down and now you click on [Change Solicitor] and then open the drop down). Also, our usernames are firstname lastname, which means that our list is now alphabetical by firstname, not lastname. Better than just a random list, but could still be better. =)
This should be implemented! Please check your solicitor list and it should be sorted alphabetically now. It should also not be including inactive solicitors as well! Thanks for the feedback!
Could the drop down be based on a query? (Like RE:7 User-Defined Business Rules.) Or a list maintained in Control Panel where I (as the DBA) can select, and even set an order, on what names appear in the drop down. (Like RE:7 Config>Tables.)
I think this is a great idea. Right now we have 14 solicitors in our pick list which takes a while for the eyes to isolate the one solicitor I want to see.
I also like the idea of having it limited or grouped by security groups where you could quickly eliminate security groups of people whose work centers are more a fomality. For example, they are marked a solicitor because they are a trustee, but we don't necessarily need to see their work center. I'd love a quick way to either eliminate them visually or from the list.