Customer transaction history.
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Ramona Rayner
Member Posts: 1 ✭
Since upgrade to 2020R2. Transaction history in customer file has changed. 2020 transactions are now at the bottom of the page, so you have to scroll down to get latest details. Could this be as simple as a setting change?
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Comments
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Ramona,
I believe you can just sort by the list in descending order by clicking the date tab once or twice to change the order.
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Off the top of my head I can't think of a report in Hosted where the default position is not the earliest date first. To change this
- open report
- in the sort field change from "default" to "date"
- an "a-z" icon will then pop up, click this to change to "z-a"0
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