Shareholder Information > Sort Shareholders dialog

Use the
Sort Shareholders
screen to sort the shareholders in the
Shareholder Information
window.
Select
Sort
from the toolbar, or select
Column
, then
Sort
in the
Shareholder Information
window.

Fields and buttons — Item group box

Sort shareholders by the their last names.
Use the
Column
dropdown list to sort shareholders by the selected column.

Fields and buttons — Method group box

Sort the shareholders in ascending order (A to Z, or lowest to highest number).
UltraTax CS sorts shareholders according to the Item group box, using the method you select here.
Sort the shareholders in descending order (Z to A, or highest to lowest number).
UltraTax CS sorts shareholders according to the Item group box, using the method you select here.
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