Edit Sort Order for Groups, SubGroups or Divisions*

Written by Dana Kinsey

Last published at: May 1st, 2019

Quickly edit the sort order of your Fund Groups, Fund SubGroups or Fund Divisions.

  • Go to Funds
  • Pick List Groups
  • Select [Change] from the Sort Order column under the group you wish to change the order of
  • Put your cursor on the name of the group and drag and drop it in the order you want the groups to be sorted
  • Choose the Save Changes button when complete

The sort order will be changed and new sort order numbers will be assigned, ascending from zero (0).