Sort Agent Levels and Uplines
Manage and organize your agency hierarchy by sorting the Manage Agent Levels and Uplines grid found in the Tools menu.
💡 Why Use This
Sorting the grid lets you quickly group and find records without running a report:
- Sort by Agent Upline — Group all agents under the same manager together before running reports to verify correct mapping.
- Sort by Start Date — Review chronological history to verify when a specific agent's level was upgraded or changed.
- Sort by Agent Level — Group all Junior agents or Senior agents together for a quick overview of your hierarchy.
How to Use
Click any column heading to sort by that column. Click again to reverse the sort direction.
Sortable Columns
- Agent — Alphabetical organization.
- Start Date — Chronological history.
- Agent Upline — Group by manager.
- Agent Level — Group by hierarchy tier.
🔗 Related Topics
- Manage Agent Levels and Uplines — Set up and modify agent levels and upline assignments.
- Sort Grid Screens Using Column Headings — General sorting guide for all grid screens.
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