Activities
Here you can filter for existing activities in the address management.
Offers
Check this box to filter for properties that you have offered to a customer at a certain price. Here you simply select the appropriate property and enter a price.
manual assignment
Here you can select a property and the interested parties who are manually assigned to this property will be displayed.
Search for caregivers
You can search for supervisors in both filters (simple and advanced filter). The values “Current user” for users or “Current group” for groups can be selected. If this filter is saved, the filter will always be executed on the currently logged in user. This means that the records are displayed for which the currently logged-in user is entered as the supervisor.
Advanced filter
Addresses can be searched and filtered according to various criteria. To do this, select a category in the “Filter” field according to which the data records are to be filtered and enter a value that specifies the “Filter range”. When you click on the “Filter” button, the filter you have just set is applied. To apply multiple filter criteria, repeat the steps. This means that several filters are connected in series.