Sort and/or subtotal the entire NotePad

  1. Open a job in the Manage Estimates screen.
  2. On the NotePad tab, select any single cell.
  3. Click Sort on the speedbar.

    The columns you selected become the defaulted column or columns in the sort by field(s).

  4. To sort the lowest number or the beginning of the alphabet first, select Ascending. To sort the highest number or the end of the alphabet first, select Descending.
  5. If you want to do a multilevel sort, select the next column you want to sort by, then select either Ascending or Descending.
  6. If you want to sub-total the NotePad, which subtotals based on the Reference numbers, select the Display sub-totals checkbox.
  7. To sort the NotePad based on the settings you entered, click OK.