Enable Alphabetic Sort in Work Area Lists

You can enable automatic alphabetic sort of records displayed in legacy Account, Contact, and Household work area lists by setting these system profile options to Yes. Because sort may affect application performance with large data sets, it's disabled by default.

Important: This topic applies only to work areas that use the legacy CRM search. If you're a new customer or if you opt in to use the new work areas that are based on Workspace, you must set up Adaptive Search and the saved searches for Workspace instead.

Profile Option Name

Profile Option Code

Sort Account Name

ZCA_LM_ACCOUNT_SORT

Sort Contact Name

ZCA_LM_CONTACT_SORT

Sort Household Name

ZCA_LM_HOUSEHOLD_SORT

Setting the Profile Options

To enable automatic alphabetic sort of the lists in the Account, Contact, and Household work areas, set the system profile option as follows:

  1. Navigate to the Setup and Maintenance work area, and use the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. Search for one of the profile options by name or by code.

    The application displays the profile option information.

  3. In the Profile Values section, select Yes from the Profile Value list.

  4. Click Save and Close.