How to Sort CRM views by more than one attribute

Quite often there stems a need to have the CRM views sorted by more than one column being displayed. Say you would first like to sort accounts by Type followed by City and then by the account name.

Using the CRM view designer, we can only provide the sorting for one column.

You can however achieve this by using CRM shortcut key combination of Ctrl+Shift+Mouse Click on the selected columns of the view.

By default this view is sorted by Account Type.

The Sorting works in the sequence in which the columns are clicked.

Since we are looking for sorting by Type à City à Name

First click on Type column then City and in the end Name. This should then give you the following results.

Hope this makes working with CRM views a lot easier!!!

Sorting a CRM view by a Picklist Attribute causes an error

One of the best features of CRM is the ability to create your own views and be able to sort on any column of the view as and when you wish without having to redesign the view.

While this works great with all types of entities and attributes, we once came across with a bug when we tried to sort the view by the Status Reason Column. Status Reason column is a picklist type of attribute.

Upon further research we found that this fails for any Picklist attribute and only when one of the records present in the view has a null value set for the picklist attribute on which you are sorting the view.

To search for such null value records, you can look for the “Does not Equal” condition and select all the available picklist options.

You can just open this record and reset the value of the status reason and now the sorting on this attribute will work just fine.