When opening a client list, your clients will automatically appear in a particular order. If you prefer your clients to automatically be arranged based on their creation date or surname, you can adjust your default client sort setting accordingly.
Clicking on your username in the top right corner.
Select Office Settings.
At the bottom is the Office section where all of the office default settings can be found.
Click and select your preferred sorting method from the dropdown box marked Default Client Sort. Be sure to select the order you will use most.
Click the green Save Settings button at the bottom of the page once you have made your selection.
Your clients will now appear in this order any time you open a client list.
Please note this is for defaults only ie your generally preferred sorting order. If you require a different sorting order on occasion, you do not need to change the default. In these instances we recommend you simply use the sort icon at the top of that particular list.