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Getting started

Search, filters, sorting and saved views

How the list pages work: search, filters, sorting, bulk actions and CSV export, and how to keep a filter as a saved view.

  • Updated
  • For managers

What every list offers

  • Search over the main fields, such as title, reference and city for properties. Searching ignores accents and matches the start of words.
  • Filters such as status, type, city and tag. They are kept in the address of the page, so you can bookmark a filtered list or send the link to a colleague.
  • Sorting by recently updated, name, value and other columns.
  • Bulk actions: select rows to act on many records at once, for example to archive properties or to add clients to a group.
  • Export CSV of the list as filtered.

On a phone, tables turn into cards. Long lists load more rows when you choose Load more.

Saved views

On the properties list you can save the current filters and sorting as a personal saved view and open it again with one click. Saved views belong to you and are not shared with the rest of your team.

CSV files and spreadsheets

Exports are safe to open in a spreadsheet: cells that start with =, +, - or @ are escaped so they cannot run as formulas.

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