Filter Options

On the left side of any List Manager are filtering options. Filtering options control what results display in the following section (ride side of the screen.)

By manipulating different filter values, you can narrow (or broaden) your results list. This is helpful for finding specific Listings, as well as dividing your inventory into specific segments.

NEW - Filter by Owner

With the release of Propertybase 1.579, it's now possible to filter by the record owner. This allows users to view all Listings or just their own.

Note: Administrators can turn this feature on by default under "Record Managers" in the Control Center.

Filter by Date

With the release of Propertybase 1.538 it's now possible to filter using a date range. Not sure how? Follow the steps below to learn more about using a date range filter.

• First, click the plus icon to add a new filter.

• Next, select any date field.

Next you need to decide if you want to filter by a date range, date maximum (created before the selected date) or dat minimum (created after the selected date.) Additionally, you enable the "not" checkbox which will inverse your filter to only show records that "do not" match your filter.

• Determine how you want to filter using the selected date field, then click Add.

• Next, click the calendar icon to select a date or range.

• Done! Your new date filter should now be applied.

List Results

On the right side of the screen, you will find a list of results. Results are determined by filtering options (explained above.)

You can use the checkboxes to the left of each record to select it. There is no limit to the number of records you can select.

Once you have made a selection, you can use actions to perform specific tasks with your selection (more on that below.)

Actions

In the top right corner (top row) of any List Manager are action buttons. Actions allow you to perform specific tasks with a selection of records.

"Print" will generate a list of selected records in PDF format. From there you can email or print the PDF for your records.

"Send" allows you to send a selection of Listings to specific Contacts.

"New" simply allows you to create a new record.

View Controls

In the top right corner (bottom row) of any List Manager are view options. View options allow you to switch between standard "List View" and "Thumbnail View". Depending on the data being displayed, one view may be more beneficial than the other.

Dynamic List

When you create a new dynamic list, all filter options (located on the left side of the screen) are kept and the list will update dynamically as your contact database grows.

For example, a list that displays all contacts that live in Boulder will update itself each time you add a new contact from Boulder.

Static List

A static list is simply created once and does not change. When you create a new static list, the contacts selected will remain the same regardless of how your contact database changes.

NOT

This option allows you to essentially "inverse" the entire filter option. So instead of filtering for the specified criteria, you are filtering for the opposite.

For example: If you selected this option for "Listing Type = Sale", Propertybase would search all Listings that are not Listing Type of Sale.

Filter Type

Filter type allows you to specify how to filter against the specified criteria.

To name a few:

"Has values" should be used on fields that can contain multiple values. (E.g. listing type, property type, status, etc.)

"Contains" is essentially your most traditional version of "search".

"Range" should be used on any field that contains a value range (I.e. any field containing numerical data: bedrooms, bathrooms, area, etc.)

Field

The field option allows you to select which fields should be included in the default filtering options.

You can use the "plus" icon to search for and select different fields.

Default Value

If applicable, the default value option will allow you to select a value to populate by default.

For example, this can be helpful if your brokerage only deals with a single type of Listing, etc.

Order

Use the up and down arrows under order to specify the order in which filtering options appear.

Delete

This button can be used to completely remove a filtering option.

The "Add new filter" button at the bottom of filtering options allows you to add additional filters.

Configure Result Fields

This slider is used to determine how many results should display on each page.

Descending Sorting

Checking this option, in conjunction with "Sort By" will reverse the sort order from last to first.

Example: Enabling "Descending Sorting" with "Sort By" set on the "Contact Name" field, would sort your Contacts backwards from Z to A.

Example: Disabling "Descending Sorting" with "Sort By" set on the "Contact Name" field, would sort your Contacts normally from A to Z.

Display Format

"Website Image" is meant for the Listing Manager only. Specifically the "pba__Property__c" field.

"Clickable title" is generally meant for fields like "Name" or "Title", which would link to the full record.

For most fields, you will probably leave the "Display Format" option blank.

When a display format is selected, it can be unselected by clicking on the value again.

Card View

Enabling the Card View option on a select number of fields will group them together and save space.

Format On Card View

When using card view, you can specify how the data should be formatted. If left blank, only the specific field value is displayed.

For example: If you would like to add a label, like "beds" or "$" you can do that by using the formatting shown on the right.

Sort By

Selecting a field for "Sort By" tells Propertybase what field should be used to sort the results list.