You have the opportunity to customize your open transaction views on your dashboard. First, you can select if you want to view all transactions or just transactions assigned to you. Next, you can use the filter icon to customize the view to your preference. At any time you can save your current view as your default, saving yourself time from having to resort each time. Below are instructions on how to sort & save your open transaction view.
Saving Dashboard Views
You can also use the filter icon to filter your view by status, team transactions, or just your transactions. You can save the current sorted view as the default view by clicking the filter icon, and then selecting Save As Default.
Sorting
If you click the header title, it will sort by the column you selected. If you want to change the sort direction, click the header title again. AFrame allows 2 sorts at a time, a primary and a secondary.
For example, if you want to sort by status and then by the closing date, you will first click "closing" to be the secondary sort (signified by the light grey carrot icon). Next, you will click "status" to be the primary sort (signified by the orange carrot icon).
PRO TIP: The transaction status order can be customized on the Admin > Lists > Transaction Status Page by dragging/dropping the list to set the order you want.