Click on the filter symbol in the menu bar or in the Quicksearch on detail filter to set a property filter. To reach the filter area quickly, it is recommended to create it using the detail filter in the Quicksearch.
Two different input masks are available: the filter according to search criteria or the extended filter. In the upper right corner there is a selector with which you can switch back and forth between the masks.
Here the properties can be searched quickly according to the most important criteria, which can be selected in the fields on the left. Multiple entries are also possible here. This is the quick and easy way to filter property. After defining the criteria, the filter is activated by clicking the “Filter” button. If there are no search criteria to filter by, please use the “advanced filter”, which you can reach below, under the button “filter type”.
Properties can be searched and filtered according to various criteria. For example, you can filter which properties were listed first on a particular date. In the “Filter” field, select a category by which the records are to be filtered by double-clicking on it. Please now enter a value that specifies the “filter range”. When you click on the “Filter” button, the filter you have just set is applied. It is also possible to filter according to several criteria at the same time. The more filter criteria you set, the more precise your search results will be.
Search for caregivers
It can be searched for caregivers in advanced filter for properties. The values “Current user” for users or “Current group” for groups can be selected. If this filter is saved, the filter will always be executed on the currently logged in user. This means that the records are displayed for which the currently logged-in user is entered as the supervisor.
When specifying the filter range, the “Exclude” checkbox can be checked to invert the filter range. This excludes all records that match the specified filter range.
If the link is set to “And” (as in the example), only records that match all criteria at the same time are displayed. The “Or” setting, on the other hand, displays all records that match one of several selected criteria.
If you create combined property filters, the “Or links” must always be set first, otherwise the “And links” will only apply to the first “Or link”.
After activating the filter, the currently set criteria are displayed on the right side. Using the “Back” and “Forward” buttons, you can remove or add the respective criteria without having to enter the individual criteria again.
Frequently used filters can be saved, and you can specify whether the filter should have public or private status. To display the filtered properties, simply click on the “List view” button; “Switch off filters” deactivates the filters currently set.
Previously saved filters can also be called up. As soon as a stored filter is selected, it is already active. You can see which criteria have been used by looking at the “previous filters” window. In addition, the filter ID of the respective filter is displayed in the list of saved filters.
Attention: The “Delete” button deletes the currently selected saved filter without further confirmation dialogs. However, it can be saved again directly because the filter data is still active.