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Filter Properties

  • Updated

The filter properties tool lets you filter properties from your database using your desired search criteria.

Contents:

Step by step

1. Go to: Properties > Search

2. Click the Filter Properties tab

3. Select the property criteria based on the desired output

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4. Click Search 

You can perform bulk actions or report against these properties from the actions above the search results or click into the property line to open the property card.

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You can save the selected criteria as a filter to use in the future.

  • Click on Save Filter

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  • Enter a filter name
  • Set the accessibility - Set who has access to use and edit it (Everyone, a team, or specific users)

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  • Click Save

As an admin user, you can edit and delete all filters in the office. As a non-admin user, you can only edit and delete any filter you can access except for filters where Everyone is applied.

  • You can select a filter from the Saved Filter drop-down list

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  • Click the spanner symbol to edit and delete filters

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Additional information

Criteria options

Property Class - Search for a property using the attached class (residential, commercial, etc.), For Sale or Lease and Current Status.

Filter-search-criteria-1.png

Method of Sale - Filter by the type of sale (Private Treaty, Auction, Tender or Set Sale Date).

Authority - Filter by the type of authority (Exclusive, Multilist, Open, Conjunctional or Sole Agency).

Agent - This is to filter by the staff member assigned as Agent #1, Agent #2 or Property Manager against the property.

Filter-search-criteria-2.png

Open Homes - Refine your search via properties with open homes scheduled in the next 7 or 14 days.

Property Owner - You can refine your search to properties without an owner attached.

Building/Site - Filter by a specific building/site name applied to a property.

Filter-search-criteria-3.png

Property Attributes - This can be used to refine your search for properties in your database, based on their price, street number/name and suburb.

Filter-search-criteria-4.png

Dates/Sale Details - You can use this to refine your search for properties in your database based on the property dates below.

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Property and Photo Tags - If tags are applied to the property, you can refine your search using these tags, with the option to also search via excluded property tags.

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If searching via Property Tag(s), you must have these tags added to the property card.

Precinct - Search by a defined precinct.

Property Categories - Search via a list of properties that are within certain property categories (projects). 

Style and Override Agent - If you are generating a stock list (public) or open home list, you can select to include a map or override the listing agent to replace it with the defined agent.

Order By - You can define the order of the stock and open home list by suburb, price, or open home.

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Bulk actions and reporting options

The various options are explained below.

Filter-properties-bulk-tabs.png

  • Export CSV - Click the Export CSV tab. This will also export the data based on the properties you selected. 
  • PDF Flyers - This tab allows you to create and download a printable stock list or flyer based on the selected Designly template.
  • Send with Designly - This tab allows you to populate your property list with a Designly (Match Listings) template to send to three specific contacts or contact categories/distribution lists.
  • Stock List (Public) - You can produce a generic stock list for the general public.
  • Stock List (Internal) - You can produce a stock list for internal purposes. This stock list will contain further details such as the listing expiry, vendor/owner, land, build and zoning details.
  • Open Home List - You can produce an open home list for properties with an open home currently assigned.
  • Owner Summary Report - You can produce a report based on the owners attached to the properties, including their contact numbers.
  • Map - This will populate a map view of all the properties within the search.
  • Property Distribution List - You can shortlist a selection of properties for use in the Email Builder. We provide the option to create a new distribution list or append an existing one.
  • Contact Distribution List - You can group all owners or purchasers attached to the properties within the search for marketing or reporting purposes. We provide the option to create a new distribution list or append an existing one. 
    Assign To Category - This tab allows you to assign all the properties you have selected to a specific property category in bulk.
  • Update Property Access - You can select the staff member and perform bulk actions to Add To View/Read Access, Add To Edit Access, Remove From View/Read Access or Remove From Edit Access attached to the properties selected.
  • Update Enquiry Staff - You can select the staff member and perform bulk actions to Update Contact/Enquiry Staff #1 or Update Contact/Enquiry Staff #2 attached to the properties selected.

What's next?

Learn to maximise your property searches and effectively use the find property feature by utilising filtering tools meant to enhance your database experience.

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