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How do I browse and filter the property list?

Learn how to navigate the Properties list, use the Residential tab, and page through your properties in the CRM.

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Written by Josh

Browsing the Properties list

The Properties list is found under the Sales section in the left-hand navigation. Select Properties to open it.

By default the list opens on the Residential tab, which shows all residential sales properties in your organisation.

Paging through results

The table loads properties in pages. Use the pagination controls at the bottom of the table to move between pages. Each page shows a fixed number of rows; the total count is displayed alongside the controls so you can see how many properties are in the list overall.

Sorting columns

You can sort the list by clicking a column header. Clicking the same header again reverses the sort order. Sortable columns include:

  • Property (address)

  • Price

  • Status

  • Agent

  • Modified (last updated date)

Searching and filtering

Global search and advanced filtering are planned for a future update. At present, use column sorting to organise the list and page through results to find a specific property.

Tabs

The Commercial tab is visible but not yet active. Only Residential properties are displayed in this release.

If you need further help locating a specific property, use the Contact Us option in the help menu at the bottom of the screen.

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