Introduction

Search allows you to search for any property within the system, filter through property or export a list of property's as a PDF or an excel file. Clicking on this option will open the page shown below.

Search Property

To search for properties click the button next to the column header. For example, if you wanted to search by Country you could click the button next to Country.

This will generate the drop down menu shown below; from here you will be able to use a more advanced filter to narrow down your search.

Use the drop down menus to refine your search. For example, you may wish to search for a property whose name starts with the letter A AND ends with the letter E; in this case, you would fill in the search filter as shown below.

Clicking on ‘Clear’ will take you back to the property list, clicking on ‘Filter’ will apply your search criteria and generate the results in the record table.

Sort Property

You can also sort items by grouping them; to do this drag the column header that you wish to group into the blue box above the columns. This will sort the properties into groups defined by the column header, an example is shown below. I chose to sort the properties by Town so dragged it into the blue box above the columns, as you can see the properties have now been grouped by Town.

To change the order that the contacts are displayed in click the column header that you wish to organise by. Clicking once will arrange them in alphabetical order defined by the information in that column; an example is shown below.

Clicking the column header for a second time will arrange the properties in reverse alphabetical order as shown below.

Clicking the column header for the third time will return the properties to display in the original order.

Other filtering and sorting options are contained in Manage Search View

Functional Buttons

Column Selector, controls which columns are visible within the search results
Export allows you to export the search table to a number of file formats. When exporting to CSV, XML and Excel (Import) all fields will be exported regardless of whether or not they appear in the search table; when exporting to Excel or PDF only columns displayed in the search table will be exported.
Select Classification utilises the Property Type filter in the right-hand pane. The pane can be open & closed by selecting this option
Custom Filters allows you to conduct a more detailed search of the property records; for more information on how to use this function see Custom Filters.
This will remove all column and custom filters, and restore any default search filters such as hiding obsolete records
User-Defined Columns allows you to add a column of your own design to the property record table; for more information on this function see UDC.
Shelve allows you to add the selected properties to the Property Shelf.
Clear Shelf and shelve selected records will clear any Property already on Shelf and the currently selected Property
Go to Shelf takes you to the Property Shelf; for more information on this function see Property Shelf.

Property Shelf

Property Shelf allows you to move properties from Property Search to another area so that you can perform bulk actions against them.

At the top right of Property Search there are 2 buttons; 'Shelve' and 'Go to Shelf'.

The shelve button only becomes available once you have selected one or multiple properties to move to the shelf. Clicking Shelve will add all of the selected items to the Property shelf; a green toast will appear to confirm successful shelving of properties. To open the Property Shelf click on the button; the page will be populated with all of the properties that you have sent to the shelf, an example is shown below.

The shelf will show the following information:

Name
Reference
Country
Town
Address
Postcode
Property Type
Tags

Filters

To filter the Property Shelf click on the button next to the column header that you wish to filter by. For more information on how to filter, see Filters. Properties can also be sorted by clicking on the column header that you wish to sort by: clicking once will arrange the properties in alphabetical order, clicking twice will arrange them in reverse alphabetical order, clicking for the third time will return the properties to normal view.

Properties can also be grouped by dragging a column header into the blue box; the example shown below has been grouped by Country.

To return to normal view click the cross next to the column header.

Functional Buttons

Unshelve will remove the selected items from the Property Shelf
Go to Search will return you to the Property Search page

Bulk Actions

To add a bulk action select the properties that you wish to perform the action on then click the dropdown menu 'Please select bulk action'. Clicking on Add Projects will open the page shown below. Clicking on the button will expand the page to full screen, selecting the button again will return it to normal view.

Click on the Programme field and begin to type in the name of the programme that you want to link the properties to; this will generate a dropdown menu of all programmes relevant to the search criteria. Select a programme and click Next to go to Step 2.

From here you can create a project for each property; fill in all of the required fields and then click Next.

Field	Type	Extra Info
Start Date	Date picker. Select a date to start the project.
Status	Drop down field. Status of the project e.g. Overdue.	This is a mandatory field.
Category	Drop down field. Project category e.g. Marketing.	This is a mandatory field.
Priority	Drop down field. Priority of the project e.g. High.	This is a mandatory field.
Project Type	Drop down field. Type of project e.g. Banking.	This is a mandatory field.
Timeline Template	Drop down field. Select a timeline template to use.
Project Name	Free text field. Input the name of the project.	This is a mandatory field.
Use property name	Check box. Use the property name for the name of the project.
Project Code	Free text field. Give the project a code.	This is a mandatory field.
Class	Drop down field. Project class e.g. Leisure.	This is a mandatory field.
Description	Free text field. Describe the project in more detail.	This is a mandatory field.

The next step is the Projects Summary; this will give you the opportunity to edit certain details of the projects and also highlight existing projects associated with the properties. An example is shown below.

Once you are happy with all of the project details, click Finish to create the projects. Alternatively, you can click Previous to go back to a previous screen and amend any project details. Clicking on the Cancel will return you to the Property Shelf without creating a project.