If you wish to group your contacts together, for instance, based on the type of business they are or whether or not they'll be receiving a Christmas gift etc you can do so by using our Sort function which can be found in the Contacts > Company screen. You can also use the Sort function for People to create a people/contacts list rather than a company list.
Creating a Companies List
In Contacts > Company we have a Sort drop down list, this list is created in your Setup Tab.
Setting up your values
Go to Setup > System Setup > Contacts and you will see Sort Field Values. If you click on the drop down arrow you will see there have been some sort values provided for you. However if you wish to edit these click on Edit at the bottom of the drop down list.
You can now edit your Sort Value List and once you're done click OK.
Applying a Sort Value to a Company
To apply a sort value to a company, go to Contacts tab and find the company/ies you wish to apply a sort value to and click in the Sort field. Your newly edited sort value list will appear and you can apply the appropriate one to your client.
PLEASE NOTE: Should you wish to apply more than one sort value to the client hold the Alt/Option key down when making your selection.
Searching by sort field
If you wish to find the companies with a particular sort value e.g. Printer, all you need to do is go to List Companies and click Advanced Search.
Select the sort value you wish to sort by and click Search.
Once Streamtime has found all the clients with "printer" as a sort value, you will then be able to export your list of companies.
Exporting your List of Companies
To export your list click Export.
When you export you will need to decide what type of file you require e.g. Excel and give your file a name then click Save.
You will now have an export file based on the search you did in Streamtime.
Creating a list of People
As in Companies there is also a Sort field for People.
Setting up your values
Go to Setup > System Setup > Contacts and you will see People Setup then Sort Field Values.
If you click on the drop down arrow you will see there have been some sort values provided for you. However if you wish to edit these click on Edit at the bottom of the drop down list.
You can now edit your Sort Value List and once you're done click OK.
Applying a Sort Value to a Person
To apply a sort value to a person, click in the Sort field. Your newly edited sort value list will appear and you can apply the appropriate one to your contact.
PLEASE NOTE: Should you wish to apply more than one sort value to the contact hold the Alt/Option key down when making your selection.
To do a Find for your Sort value, go to List People and click Advanced Search.
Use the drop down in your Sort Field to choose which value you wish to search by and click Search.
In the top right hand corner you will see how many records have been returned. You can print, do a mail or email merge or export your list out of Streamtime.