Search, Filters & Sorting

Search matches more than names: the inventory search also matches description and category text, and the houses search matches client and agent details. The box also suggests filters for what you type; pick one and it becomes an active filter. Typing a record's name offers to open that record directly.

Each list suggests filters for its most useful fields. Click one, set its condition, and it turns active; the × on an active filter clears it, and Clear all resets the whole list. Filters combine with each other and with search: a record has to match every active condition to stay in the list.

Need a field that isn't suggested? Click Filter and pick any field on the record, including any custom fields your team has added.

Text fields match on contains, doesn't contain, is, and is not, with room for several values in one condition. Has a value and is empty find records by whether the field is filled in at all.

Number fields compare in plain words: exactly, at least, at most, more than, less than, and between, which also works with only one end filled in. For Available, choose the minimum you need.

Date fields offer presets like Last 30 days, a calendar for picking a start and end day, and After and Before for open-ended ranges.

Status fields like Stage Status take several values at once, and the list shows records in any of them. Linked records like Categories, Checked Out By, Client, and Agent open a search so you pick the exact records to match.

Click Filter and choose Advanced. Each row is a field, an operator, and a value; rows sit in groups that combine with and or or, and groups nest inside each other.

An applied advanced filter shows as Advanced next to the other filters and clears like any of them.

The Sort button offers the same choices and is the only way to sort grid view, which has no headers. Each device keeps its own columns and sort order, unless a saved view sets its own sort.

The bookmark button at the start of the filters holds your views. Set up the list the way you want it (filters, search, and sort), then choose Save as view… and give it a name, for example Available at least 1 as a ready-to-stage list. Applying a view later restores exactly what you saved, including its sort, on any device you sign into.

A view isn't locked: change its filters and it shows Edited, with Save changes to keep the new shape and Revert to go back. Views are private to you unless an admin shares them. Shared views appear under Company Views for the whole team.

Copy link in a view's menu puts a URL on the clipboard that opens the list already narrowed down. Search, filters, and sort also live in the page address, so copying the address from the browser shares a one-off setup the same way.

Type a few letters and open the right record from anywhere in the app. Houses also match by client and items by category, so a client's name takes you straight to their project. Results group by record type and follow role permissions; see Team & Roles for what each role can see.

The mobile walkthrough covers the phone layout.

See Inventory for the item list's views and export, Houses for finding projects by stage and market status, and Contacts & Categories for filtering people and categories.