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.
It would also be great if you could flip the sort order. |
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We don't use the Product Value for prioritization, so using a custom priority field would allow the records within a Now, Next, Later column to be sorted based on the custom field prioritization.
Agree that it would be great to be able to sort on customer field. Our particular use case is that we have a NNL report to show Initiatives. I would like to be able to short the Initiatives in the Rank order that we generate using the Prioritization page and then store into a custom field. Ascending and Descending sort seems like a must have.
There may be other fields worth sorting on. Similar applications allow sorting on many or even all fields.