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Alphabetical sorting for Sales Referred By and Payroll Tier

Overview

Finding names and tiers just got faster. We’ve added alphabetical sorting to two key dropdowns — Sales Referred By and Payroll Tier — so you can scroll less and select faster. This small change makes a big difference for anyone managing sales or staff payroll updates.

 

Prerequisites

• Access to the New Sale screen in Core

• Access to the Edit Profile > Payroll section in Core

• Sales or staff data already added to your system

 

Step-by-Step Instructions

Use alphabetical sorting in “Sales Referred By” dropdown

  • Login to Core
  • Navigate to Payments > New Sale
  • Within the New Sales screen, click the Sales Referred By dropdown
  • Scroll or start typing to find the referral name — the list is now sorted A to Z

 

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Use alphabetical sorting in “Payroll Tier” dropdown

1. Go to Core > Edit Profile > Payroll

2. Click the Add Team Member to Tier dropdown

3. Select the correct tier — now easier to scan with A to Z sorting


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Expected outcome

You’ll quickly find the right referral name or payroll tier without scrolling through a messy, unordered list. The dropdowns are still searchable and scrollable, just easier to use.

 

Still need help?

Reach out to our support team via support@hapana.com