Sorting engagements in the navigation pane

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Follow these steps to sort engagements in the navigation pane by client number or client name.

  1. Click your name in the AdvanceFlow menu at the top of the screen and choose Preferences from the drop-down list.
  2. Choose from the available options in the Sort engagements by drop-down list.
  3. Click OK.

Related topic: Customizing views in AdvanceFlow

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