The State column allows users to sort the policy list table by state abbreviation in ascending alphabetical order or descending alphabetical order.
The State column appears on the policy list table in the Policies search screen when the address-based list is open.
By default, the policy list table is arranged by the date policies are initially added to BriteCore, in reverse chronological order.
Figure 1: Default view of address-based policy list.
Change the default
Select the State column once to sort the policy list table by state abbreviation in ascending alphabetical order.
Figure 2: Policy list sorted by the State column in ascending order.[/caption] Select the State column a second time to sort the policy list table by state abbreviation in descending alphabetical order.
Figure 3: Policy list sorted by the State column in descending order.
Select the State column a third time to return the policy list table to its original state.
The State column behaves the same in both the Provider Administrator and Agent portals. To sort by state abbreviation, you must set the advanced setting enable-new-policy-search to True and the address-based list must be open. If the policy list table is sorted by another column, select the State column to override the policy list table arrangement and sort by state abbreviation.
Additional topics of interest
- View Address-Based List
- View Policy-Based List
- Policy Number
- Named Insured
- Policy Type
- Effective Date
- Review State