Custom Sort Order for Checks & Letters
It would be very helpful if we we could customize the order in which checks and check letters were sorted. We would like to be able to sort by the Grant Letter template. We have eight difficult templates that involve multiple constituencies and a number of letters. If they were grouped, we could process each type all at once which would reduce the opportunity for errors when processing the mailing.
James Patterson
shared this idea
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Talitha Costello
commented
It would be nice to enable the ability to choose the sorting order for grant check/document printing.
It is wonderful that the letters and checks print in the same order, but it would be more useful if they were sorted by fund first and organization second.
I realize our process probably doesn't match everyone's, so being able to toggle that sort order on and off would let people choose what sorting is preferable.