Public Securities Sort
Thanks for making previous changes to the main public securities screen and sorting it by reverse date rather than randomly. I have an additional request for sorting within an individual public security donation. We recently received 101 individual stocks from a donor. Using the public security feature for that worked great; however, the stocks are listed in a random order. In CSuite and on the tax receipt, instead of being listed in an alpha order by ticker symbol (which we would prefer and is how we received the stocks), 101 individual stocks are listed in a random order. This makes it hard for the donor and their CPA to compare what they sent with what we received. Please consider adding a sort option (either alpha sort by ticker symbol or allow sorting by all columns) to the public security area within individual donations. Thank you for considering!
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Shana South commented
Also - the order I enter the securities is not the order on the screen to review. It makes it a lot more difficult and time consuming to review entry.
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acarter commented
PLEASE consider as this makes looking for something on the Public Security screen very time consuming.
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Christine Stammer commented
Yes! there is no rhyme or reason to how the public securities screen is sorted.
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Anne Wolf commented
On the Public Security Sale screen, please allow sorting by name or symbol, or list alphabetically by one or the other.