The following table shows the parent record type and related item combinations for which you can optionally select a sort field and specify the sort order (ascending or descending). The table also lists the fields that are available for you to select.
Parent Record Type
|
Related Item
|
Sort Fields
|
Account
|
Assets
|
- Product Name
- Serial #
- Status
|
Completed Activities
|
Due Date
|
Contacts
|
|
Open Appointments
|
Start Time
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Service Requests
|
- Created: Date
- Service Number
|
Campaign
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Contact
|
Accounts
|
|
Assets
|
- Product Name
- Serial #
- Status
|
Completed Activities
|
Due Date
|
Open Appointments
|
Start Time
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Service Requests
|
- Created: Date
- Service Number
|
Custom Objects 01 through 03
|
Assets
|
- Product Name
- Serial #
- Status
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Custom Objects 04 through 40
|
Assets
|
- Product Name
- Serial #
- Status
|
Dealer
|
Contacts
|
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Objective
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Opportunity
|
Assets
|
- Product Name
- Serial #
- Status
|
Completed Activities
|
Due Date
|
Contacts
|
Last Name
|
Open Appointments
|
Start Time
|
Sub-Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Partner
|
Contacts
|
|
Partner Program
|
Opportunities
|
- Close Date
- Created: Date
- Modified: Date
- Opportunity Name
|
Service Request
|
Completed Activities
|
Due Date
|
Open Appointments
|
Start Time
|
