Applies to: Version 5.0
PastPerfect 5.0 allows you to customize the fields that display when viewing contact record search results. In addition, you can use these fields to sort your contacts in the order you want mail merge letters, labels, or envelopes to print.
To include last name as a field to sort your contacts by, use the following steps:
- From the Main Menu, click "Setup", and then click "Query Fields".
- Select the Contacts radio button in the Table section of the Sidebar.
- In the bottom portion of the Sidebar, click the "Change Query Results Field List" button.
- By default, PastPerfect uses the first two columns in the Query Results screen for ID# and Name & Title. To display a contact's last name on the Query Results screen, use the drop-down list next to the first available field and select Last Name.
- If you wish to rename the last name column header, edit the name listed in the Header Caption field. This is optional, but may be useful.
- Once you are finished, click the "Exit & Save" button. Then click the "Exit" button to return to the Main Menu.
The next time you run a query or create a Contact List, your search results will display with your selected fields. To sort your records by last name, simply click the Last Name column header. The contacts on your list will now be sorted alphabetically by last name.
To print labels, letters, or envelopes in last name order, click the "Print, Export and Email" button on the Sidebar after you’ve sorted your records by last name.
Please note that if you are using PastPerfect Security, each user will need to set up their individual Query Results Field List. For more information on setting up query results fields, you can review pages 57-59 in your PastPerfect 5.0 User’s guide.