Sorting Companies

You can sort company records in BoldSales based on certain fields. This guide explains how sorting works, how to apply temporary or permanent sorting, and which fields can be used to sort company records.

Configuring default sorting in a view

To apply permanent sorting, you can either edit an existing view or create a new view and define the sorting within the view settings. The selected Sort by field and Sort order are saved as the default for that view, ensuring records are always displayed in the chosen order. For more information on updating and creating a custom view, refer to Understanding views.

• When editing an existing view, update the sorting options in the Edit Details panel and save the changes.
• When creating a new view, define the sorting during setup before saving the view.

Access control:

• View owners can configure and update sorting for their custom views.
• Admins can modify sorting in system views, but cannot update sorting in other users’ custom views.

Temporary sorting from the listing page

You can temporarily override the default sorting of a company view. When you select a different Sort by field and order (Ascending or Descending), the change applies only to your current session. The sorting preference is stored in the URL, not the view settings.

If you refresh the page, the sorting may remain. However, navigating to another module and returning may reset the list to the default view sorting.

To sort companies:

1. Go to the Companies module from the left sidebar (Shortcut: G + O).
2. Click the button at the top right. A Sorting drawer will open.
3. In the drawer, select the sorting order Ascending (A to Z or oldest first) or Descending (Z to A or newest first) and choose a field to sort by.
4. Click Apply.

Only the view owner can define the permanent sort order inside the view settings.

Supported fields

Below is the list of system and insight fields that can be used to sort company records.

• Annual revenue
• Created on
• Last activity on
• Last assigned on
• Modified on
• Name
• Number of employees
• Owner
• Upcoming activity on

The image below shows the Sorting drawer for sorting companies.