Filtering Properties and Companies

Created by Francesco Ilardi, Modified on Mon, 01 May 2023 at 09:21 PM by Francesco Ilardi

Find what you want faster with filters

Filters (and filter groups) help you narrow down results faster.
This is especially helpful for companies with a lot of items in their lists (i.e. a long list of properties and/or companies).
Previously, this would have required multiple, separate searches to find what you are looking for. Now, it takes only one.

Use Case Example 1: Filtering Properties based on 'Territories' (Austria)

For example, you could use a filter to find all of the properties with the territory 'Austria.'

Your list will update and automatically refresh according to whichever properties meet the filtered data points you searched and in this case, it will show all properties that have the territory 'Austria.' See below:

See it in action:

Use Case Example 2: Filtering Companies based on 'Company Type' (Agency)

For example, you could filter your Companies List to see only those that are agencies.

Your list will update and automatically refresh according to whichever companies meet the filtered data points you searched and in this case, it will show all companies that are agencies. See below:

See it in action:

Filter Groups

You could use filter groups to find properties with certain data points by adding multiple filters of your choosing
('This [filter 1]' AND 'That [filter 2]' OR 'Other [filter 3]')