Estate Agent Pro Enterprise

How do I filter properties?

How do I filter properties?

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How do I filter properties?

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The number of properties being viewed can be filtered on in two ways.

 

Standard Filter Standard Filter

 

Property Filter

 

Using the standard filter only the items listed on this tab can be filtered on. Clicking on the Select All button will select all options in that panel. Clicking on the Select None button will unselect all options in that panel.

 

For example, if you were only interested in 3 bedroomed detached houses that are available you would check the following boxes:

 

PropertiesFilterScreenImage3

It is necessary that the Filter Checkbox checkbox is ticked..

 

Criteria Filter


PropertiesFilterScreenImage2

It is necessary that the Filter Checkbox checkbox is ticked.

 

 

You can then click on the Go Button button which will apply the filter to the screen you came from. The grid on the screen that you came from will show the filter information at the bottom of the grid. When you have finished close this screen.

 

Advanced Filter Advanced Filter

 

Advanced Filter Tab

 

The advanced filter will mimic those entries made in the standard filter however, it has the advantage of being able to filter on much more data.

 

Suppose we want to add one more condition that is not available on the standard filter, for example, is the property web enabled. To do this click on the button to add a new condition. This will add the first alphabetic item that is available, in this instance Accommodation - Bathrooms. Click on that item and then select Advertising -Web Enabled from the drop down list of items that are available for filtering on.

 

Select Item

 

This will then display Advertising - Web Enabled equals <empty>. Click on <empty> and change it to True. The advanced tab will then reflect the additional condition.

 

Advanced Filter Tab

 

You can then click on the Go Button which will apply the filter to the screen you came from. The grid on the screen that you came from will show the filter information at the bottom of the grid. Close the screen when you have finished filtering.

 

An individual condition can be removed by clicking on the More Button button next to it.

 

When the like operator is used the search string must use the wild card % at either or both ends, for example:

 

Like Example

 

Note the use of the lowercase. %tonbridge%, %Tonbridge% or %TONBRIDGE% will all produce the same results as filters are case insensitive. This will find all properties with Tonbridge in the address. In this case as we are searching the whole address the filter results will of course include street names such as Tonbridge Road, Tunbridge Wells.

 

To stop this you could use the field Property Address - Town instead.

 

Advanced filters can be saved and loaded by clicking on the Save Button save or Load Button load buttons respectively. It is possible to set a default filter that will be automatically invoked each time the properties screen is loaded.

 

Suppose for example that I am a negotiator and I only ever want to be able to see my own properties. To do this set an advanced filter as shown below.

 

Advanced Tab

click on the Go Button button to apply the filter then click on the Save Button button to save the filter. The Save Filter dialog shown below will be displayed.

Save Filter Dialog

Select <Default> from the drop down list and click on the Save Button save button. From now on when you open the properties screen this filter will be applied automatically.

 

Notepin Please note that the filter saved for the properties screen will only be applied to that screen. If you wish to set a default filter for the report generator then that must be done within that screen.