Why Sort Contacts by Last Updated

Sorting your contacts by Last Updated lets you quickly identify which contacts have had recent activity — such as a field update, a form submission, or a payment — and prioritize follow-up with the most active leads and clients first. Contacts are sorted with the most recently updated contact at the top of the list.

How to Sort Contacts by Last Updated

1. In the left-hand navigation, click Contacts and then click People to open the People contacts list.

   

   The left-hand navigation displays the Contacts section with the People option listed beneath it. Clicking People opens the People contacts list.

2. Optional: To sort a filtered subset of your contacts rather than your full contact list, click the Filter contacts icon and apply the filters you want before sorting.

   

   The Filter contacts icon is located at the top of the People contacts list. Clicking it opens the filter panel where you can narrow the list by tag, contact type, or other criteria before applying the sort.

3. Click the Sort contacts icon at the top of the contacts list to open the sort options.

   

   The Sort contacts icon is located at the top of the contacts list next to the Filter contacts icon. Clicking it opens a drop-down menu with the available sort options.

4. In the sort options drop-down, select Last updated. The contacts list will immediately reorder to show the most recently updated contact at the top.

   

   The sort options drop-down displays the available sort criteria. Selecting Last updated sorts the contacts list in descending order — the contact with the most recent update appears at the top of the list.

How to Sort Contacts Within a Company by Last Updated

You can also sort the contacts listed within an individual company record by Last Updated to see which contacts at that company have had the most recent activity.

1. In the left-hand navigation, click Contacts and then click Companies to open the Companies list.

   

   The left-hand navigation displays the Companies option listed under the Contacts section. Clicking Companies opens the Companies list.

2. Click on the name of the company whose contacts you want to sort to open the company record.

   

   The Companies list displays the name of each company in the account. Clicking a company name opens the company record, which includes a list of contacts associated with that company.

3. Inside the company record, click the Sort contacts icon to open the sort options for the contacts listed in that company.

   

   The company record displays the list of contacts associated with that company. The Sort contacts icon is located at the top of the contacts list inside the company record.

4. In the sort options drop-down, select Last updated to sort the company's contacts with the most recently updated contact at the top.

Frequently Asked Questions

What actions count as a contact being updated?

A contact's Last Updated timestamp is refreshed when any of the following three things occur:

• Contact information is edited directly on the contact record — This includes changes to standard fields such as first name, last name, job title, or phone number, as well as changes to any custom fields on the contact record. A custom field is an optional field you create to store additional information about a contact — for example, a drop-down field for preferred service type or a text field for account number.
• Contact information is updated through an internal form submission — An internal form is a form submitted by a staff member on behalf of a contact — for example, a form used to log information gathered during a phone call with a lead. Submitting an internal form that updates the contact's fields counts as an update.
• A payment is recorded on the contact — When a payment is made and recorded on a contact record, the Last Updated timestamp is refreshed regardless of whether a receipt was sent to the contact.