Sorting and filtering the All Advisors list

  • Updated
  • The Advisor list is automatically sorted alphabetically A-Z by first name. Click on the arrow next to the “Name” column heading to reverse that sort.
  • You can also sort by Role or by date of last login.
  • The only way to filter an Advisors list is by searching for the advisors by name in the search bar at the top of the screen.

Was this article helpful?

0 out of 0 found this helpful