InsuredMine CRM | Optimize and Grow Your Insurance Agency

Enhanced list sorting functionality for accounts and contacts

The latest update introduces an enhanced feature in the list management within the Accounts and Contacts list sources, allowing users to organize their respective filters in alphabetical order seamlessly.


  1. Navigate to the ‘Engagement’ module.
  2. Select the ‘List’ option.

3.Choose the desired list source, whether it’s contacts or accounts. (In this example below, we are using ‘Contacts.’)

4. Open the filter options by clicking on ‘Add Filter.’

5. Inside the filter box, observe that the filters are now conveniently sorted in alphabetical order.

Note: This improved functionality extends to both accounts and contacts.

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