How to sort notes in Contact Personality Tab

In the contact personality tab, when a user selects a project and groups items by Notes Type, they will have the option to drag and drop the cards beneath each note type to rearrange their order.

This new order will be reflected in Client Portal and Reports (CDR, SSR and IPR).

Step 1: Select the project and Group by: Notes Type, in the filter section

Step 2: Scroll to the note type section you want to reorder.

Step 3: Drag and drop the cards in the preferred order by clicking with your mouse on the 6 dots in upper right hand corner and dragging the card.