Change order of records in Kanban
Hello, Ninoxians! I have a Kanban for leads with several statuses: new lead, attempted contact, contacted, hot lead, booked, etc.
Whenever a new record is added to one of these statuses, it goes to the bottom of the list, sometimes under hundreds of other records. Is there a way to sort records within a status in a Kanban, say by date added to the status?
Here's an example:
I would like to keep the current order of the Kanban with New Lead then Attempted Contact then Contacted, but I would like records 1 2 3 to be in the order 3 2 1 (from top to bottom). Is this possible?
4 replies
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Hi Sam
yes you can - Go into edit mode and then the funnel. Then select which ever field in your list you want to be the control to sort by ie ascending/descending.
see sample below - I didn't want to sort on a field so added into the display the record ID but you could have easily sorted by the the date etc. in your sample i can't see anything in your list to naturally sort maybe - Last Name ?
Content aside
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