| FAQ 1084: Plan List Sort Order - Client ID or Plan Name |
Can I change the way the list of plans displays? When a Plan Name is long, we are unable to see the Client ID.
This question has two answers.
Toggle the View
1. Click on the list of plans to display the search grid.
2. Click on the List of Plans header to switch the order to have the Client ID or Plan Name displayed first.
Set in System Specifications
1. Go to Tools > System > System Specifications. (Password Protected)
2. Change the Order Population By field to Client ID.
3. Click Save And Close.
4. Restart PensionPal.