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How to Save Customer List Sorting as a Filter

Save your preferred customer list sorting and reuse it without manually sorting the list each time.

Save Your Customer List Sorting

  1. In TrustWILL Loyalty Admin, go to Customers and click Search.

  2. Under Sort by, select your preferred option:

    • Date

    • Points

    • Customer

    Then select the sorting order:

    • ↑ Oldest to newest

    • ↓ Newest to oldest

  3. Click Save as to save customer list sorting as a filter.

The filter will save your selected sorting field and order. You can reuse it anytime to quickly return to your preferred customer list view.

If you need help setting up a saved filter, please contact our support team.

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