Sort and/or subtotal selected rows in the NotePad

  1. Open a job in the Manage Estimates screen.
  2. On the NotePad tab, select the row numbers of the rows you want to sort.
  3. Click Sort on the speedbar.
  4. The column or columns you selected become the defaulted row or rows in the sort by field(s).
  5. 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.
  6. If you want to do a multilevel sort, select the next column you want to sort by, then select either Ascending or Descending.
  7. If you want to subtotal the NotePad, which calculates subtotals based on the Reference numbers, select the Display sub-totals checkbox.
  8. To sort the rows you selected based on the settings you entered, click OK.