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Created by Chris Quigley
Created on Jan 15, 2025

Sort the Now, Next, Later report via custom field value

What is the challenge?

Currently you can only sort the Now, Next, Later report alphabetically, using the product value score, and via the records created or end date.

What is the impact?

This is limiting. The report would be more valuable if you could sort via custom fields.

Describe your idea

Add ability to be able to sort the report using custom field values.

  • If the field values were text it would sort alphabetically.

  • If the field values were numbers it would sort numerically.

  • If the field values were dates it would sort oldest to newest.

It would also be great if you could flip the sort order.


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