Sort clients by Last name

Greg — Thu, 10 Dec 2009 03:37:28 +0000

We’ve got a simple but useful new feature to tell you about today, and it involves how you view your client lists. By default, Pencil’em will sort your clients by First name, so “Amy Smith” would come before “Christine Jones” and so on. We’ve now added the ability to list your clients alphabetized by last name, which does a few things. It changes the way the lists are laid out, so instead of “Amy Smith”, it will now read “Smith, Amy”. Alphabetizing would then take place based on the last name so “Jones, Christine” would come before “Smith, Amy”. Once enabled, all client lists will use the new format. This includes the scheduling page (client drop down), the clients page (client list, and email clients), as well as Pencil’em Mobile.

To enable this feature, simply click “Settings”, then click “Appointment Settings” in the left hand navigation. You will see a new drop down menu for “Client Name Display”. Simply select “First” or “Last” name first. Simple as that!

The Pencil'em.com Blog » client lists

Sort clients by Last name