Search, Filters & Sorting

Each list page has a search box, a row of filter chips, and sortable columns. Search is for broad text matches; filters are for precise conditions like Category is Lamps — and the two combine, so you can search sofa while filtering to Available at least 2 at the same time. Multiple filters always narrow the list further: every active condition has to match.

The inventory suggests Name, Available, Categories, and Checked Out By; houses suggest Address, Stage Status, Market Status, and Staged; contacts suggest Name, Email, and Phone. An active chip shows its condition right on the chip — Available at least 1 — and the × on the chip clears just that condition. Clear all resets the whole bar.

Need a field that isn't suggested? Click Filter and pick any field on the record — including any custom fields your team has added, which filter just like built-in ones.

Text fields can 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 — handy for spotting items that are missing a vendor or a description.

Number fields compare in plain words — exactly, at least, at most, more than, less than, and between — and between works with just one end filled in. The inventory's Available filter comes preset to at least 1, so one click answers "what can I stage right now?", with a slider for quick adjustments.

Date fields open a range calendar with one-click presets, plus After and Before modes for open-ended questions like "staged any time before this month." A custom range takes two clicks on the calendar — start day, then end day — and clicking the same day twice filters to just that day. You can also type exact dates into the Start and End fields below the calendar.

Status fields like Stage Status are multi-selects — pick several statuses and the list shows houses in any of them. Linked records like Categories, Checked Out By, Client, and Agent open a search box so you pick the exact records to match against.

Click Filter and choose Advanced. Each row is a field, an operator, and a value; rows live in groups that combine with and or or, and groups nest inside each other for as much precision as you need.

An applied advanced filter sits in the chip row as Advanced, clears like any other chip, and stacks with regular chips and search.

The arrow in the header shows the active sort. Each header also has a menu with Sort Ascending, Sort Descending, and column controls like Hide Column. Lists sort by one column at a time, and the toolbar's Sort button offers the same choices as a dialog — it's always there, and it's the only way to sort grid view, which has no headers. Column choices and sort order persist per browser, so each device keeps the shape you gave it — unless a saved view pins its own sort, so a shared view opens in the same order for everyone.

The bookmark button at the start of the chip row 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. Available at least 1 on the inventory makes a one-click "ready to stage" list; Stage Status is Scheduled on houses is next week's calendar. 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 chips 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.

Views also travel as links. Copy link in a view's menu puts a URL on the clipboard that opens the list already narrowed down — and because search, filters, and sort always live in the page URL, the address bar works the same way for a one-off: build the view, copy the address, send it to a teammate.

Use it as a jump-to: type a few letters and open the right record from anywhere in the app. Matching goes beyond exact names — houses also match by client, and items by category, so a client's name takes you straight to their project. Results group by type, and the chips along the top toggle types in and out when a word matches in more than one place.

Each list's own search box only covers that list, but some reach deeper than names: the inventory search also matches description and category text, and the houses search matches client and agent details. Search results follow role permissions; see Team & Roles for what each role can see.

The mobile walkthrough covers the phone layout: the chip row, the bottom drawers each chip opens, and the Sort drawer.

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.