Sorting - Csuite vs. Excel
Csuite does not sort names like Excel does. We run into this issue often.
For example, the fund name "M. Scott Myers Award Fund":
- in Csuite, this is alphabetized as MS...after funds beginning with "Mr. and Mrs..." etc.
- in Excel, this appears at the top of the list of M's
Another example is the fund name "#FRONTLINEPROUD TM Fund"
Csuite - this is sorted as "frontline..."
Excel - this is at the top of the list because it begins with #
So much of what we do is exported to excel . If you're looking at an excel sheet (that you've resorted) and then comparing to Csuite, items are not in the same order.
Please make the Csuite sorting the same as Excel.
Christine Stammer
shared this idea
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Jesika Ellis
commented
I've yet to see a logical sorting option anywhere in CSuite tbh