How can I sort accounts?

You can sort the accounts within the "Accounts or Contacts".

Sort Accounts

  1. Click on “Accounts or Contacts” to select the tab “Accounts”.
  2. In the upper right-hand corner of the application screen click on "Cogwheel”  .
  3. Within the "Cogwheel" settings click on "View Settings".
  4. Configure the "View Settings" according to your preferences and Pipeliner will sort the accounts on-the-fly!

Tip: If you would like to save this settings just click on the "Save" button on the top of "Options" window.


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