Sort all relationships

Be able to sort all relationships. Currently, it will sort them by their type (individual, organization, solicitor, bank, education fund). If you have it set to All, it will sort each type separately.

I would like to be able to sort all of the rleationships by name, relationship, date, etc.

  • Guest
  • Jul 6 2015
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  • Guest commented
    February 22, 2019 14:43

    This is a necessary function and should not be that hard to implement. It is annoying to have to keep telling my users that Raiser's Edge "just doesn't do that."

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  • Guest commented
    March 18, 2016 01:12

    The sorting behavior is as expected when the list is restricted to ONE of Individuals, Organizations,Banks/Financial Institutions, Education/Schools, Assigned Solicitors, Funds. But, when "All" is selected, although the header triangle implies that sorting is possible, no sorting at all happens on columns Relationship Type, Relationship, Reciprocal, Date From, Date To and possibly other columns. If sorting is not possible, then at least the triangle should be removed so that users will not think sorting is available.

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  • Guest commented
    March 18, 2016 01:12

    Hmmm. Hadn't notice. Relationships sort some way once (after sorting by name) but no idea what criteria. Yes, this would be nice.

    Sort of like the non-functioning refresh button on many reports.

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