Click the filter icon in the menu bar or click Detail Filter in the Quicksearch to set an address filter.
There are two different input masks available to filter the address list: On the one hand the simple filter and on the other hand the advanced filter. In the lower left corner there is a selector with which you can switch between the two masks.
Here you have several options to filter addresses according to certain criteria
Simply select the relevant criteria, fill them in and then click on “Filter” under “Filter”.
In order to be able to send serial mails to interested parties, for example, it is useful to specify the type of contact at the address. Incomplete data records in this respect can be found with a filter. This is set as follows:.
Further filter options are available under the points:
- Search criteria
- Manual assignment
If you check the box here, you can filter according to further criteria. Multiple selection is also possible here.
In some cases, entries for specific properties can also be filtered. The selection “active, open property” is important for filters that, for example, further narrow down the interested parties when searching for a property.
Here you can filter by existing activities in the address management.
Check this box to filter for properties that you have offered to a customer at a specific price. Here you simply select the appropriate property and enter a price.
Here you can select a property and the interested parties who are manually assigned to this property will be displayed.
Search for caregivers
You can search for maintainers in both filters (simple and advanced filter). The values “Current user” for users or “Current group” for groups can be selected. If this filter is saved, the filter is always executed on the user who is currently logged in. This means that the data records are displayed for which the currently logged in user is entered as maintainer.
Addresses can be searched and filtered according to various criteria. To do this, select a category in the “Filter” field according to which the records are to be filtered and enter a value that specifies the “Filter Range”. When you click on the “Filter” button, the filter just set will be applied. To apply multiple filter criteria, repeat the steps. Several filters are thus connected in series.
When specifying the filter range, the check mark for “Exclude” can be set to invert the filter range. This will exclude all records to which the specified filter range applies.
If the link is set to “And” (as in the example), only records that match all criteria are displayed. With the “Or” setting, on the other hand, all data records are displayed to which one of several selected criteria applies.
If you create combined address filters, the “Or” links must always be set first, otherwise the “And” links only apply to the first “Or” link
After activating the filter, the currently set criteria are displayed on the right side. You can use the “Back” and “Forward” buttons to remove or add the respective criteria without having to enter the individual criteria again.
Frequently used filters can be saved, whereby it can be determined whether the filter should have a public or private status. To display the filtered addresses, simply click on the “List view” button in the left action box. “Switch off filter” deactivates the currently active filters.
Previously saved filters can also be recalled. As soon as a saved filter is selected, it is already active. Which criteria were used can be seen in the “previous filters” window.
Attention: The “Delete” button deletes the currently selected and saved filter without further confirmation dialog. However, it can be saved again directly, as the filter data is still active.