Sort contacts by different criteria
Sort your Upper contacts by Full Name, Company, Email, Date Added, and more. Click a sortable column header to sort, click again to reverse the order.
Your contacts list in Upper Route Planner can be sorted by most of its columns. Click a sortable column header to order the list by that field, then click the same header again to flip between ascending and descending order. Sorting makes it easier to scan your address book, spot duplicates, or review your most recent imports before you build a route.
Sorting is available on every Upper plan. You sort contacts from Manage > Contacts, on the My Contacts tab.
Sort your contacts
Open your contacts
In the left sidebar, go to Manage > Contacts and stay on the My Contacts tab.
Click a sortable column header
Click the header of the column you want to sort by. The list reorders by that field.
Click again to reverse the order
Click the same header a second time to switch between ascending and descending order. A sort indicator on the column header shows which column is active and which direction it's sorted.
Which columns can be sorted
Not every column is sortable. The columns below can be sorted; a few columns (noted at the end) cannot.
| Column | Sortable |
|---|---|
| Full Name | Yes |
| Company Name | Yes |
| Yes | |
| Store Name | Yes |
| Date Added | Yes |
| City | Yes |
| State | Yes |
| Zipcode | Yes |
| Country | Yes |
| Custom field columns | Yes |
| Address | No |
| Phone | No |
| Nick Name | No |
| Note | No |
City, State, Zipcode, and Country are hidden by default. Add them through Customize Columns if you want to sort by them. Custom field columns appear only when your workspace has contact custom fields configured.
Sort by Date Added right after an import to bring your newest records to the top, so you can confirm the import landed and check the new rows for completeness.
Common ways to use sorting
- Spot duplicates — Sort by Full Name or Company Name so identical or similar entries sit next to each other.
- Review a recent import — Sort by Date Added to group your newest contacts together.
- Group by location — Add the City, State, or Zipcode column through Customize Columns, then sort by it to cluster contacts in the same area.
- Group by your own categories — Sort by a custom field column to organize contacts by whatever value you track (such as a zone or customer type).
Troubleshooting
Your workspace may show Technician/Service labels instead of the default Driver/Delivery labels. The labels are configurable per workspace; the sorting behavior is the same either way.
If sorting still doesn't behave as expected, reach out to support@upperinc.com.
Related
Select multiple contacts for a route
Select saved contacts in bulk in Upper, then turn them into a new route or add them to an existing one. Use row checkboxes or select-all to build routes fast.
Sync contacts with external systems
Keep Upper contacts aligned with a CRM, ERP, or spreadsheet using CSV export and import, or connect an external system through the Upper API.