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This guide has been reviewed against our global client base and classed as relevant to all regions |
As part of the new user interface (UI) project, all search screens have been redesigned to bring them in line with previously redesigned screens
This applies when searching for any record (i.e. properties, applicants, landlords, contacts and companies) and follows the same format introduced for tenancy searching in version 12.131 - as outlined here
All existing functionality still exists but with a refreshed look and feel with enhanced usability features
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1. Which search screens are affected? Whenever a property, applicant, tenancy, landlord, contact or company needs to be added to a record throughout AgencyCloud, a search screen is displayed, allowing you to search for the record and, in most cases, add a new one record where needed Therefore the new style search screens can be seen throughout the system Some examples of when search screens are offered: When adding an offer from an applicant record - a property search screen is displayed (and vice versa)
When adding a solicitor record on an offer - a company search screen is displayed
When adding extra tenants/applicants to a tenancy/applicant record - a contact search screen is displayed
When selecting Universal Search and clicking Advanced Search (bottom of menu) and selecting one of the search types (shown below)
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2. Common functions across the search screens All existing functionality is still available plus some enhanced features are included across all search screens Search options All options previously available at the bottom of the screen are found either on the left side or the top of the screen as a button or tick box
Fields that were previously grouped together are now available as individual fields
E.g. for a property search - Address, Vendor/Landlord, Telephone/E-mail and Code are now four individual fields instead of two
A Scope menu may be available (depending on the type of search being run) - this holds the options previously available across the bottom of the screen allowing you to filter search results
e.g. by negotiator/office/department on an applicant search
When a drop-down menu is available, select an option from the list or click into the field and type the first few letters of the required option
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Search results in grid Search results are shown in a grid, allowing you to: Output/export options |
3. Example search screens The content of a search screen, |
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including the colour shown across the top, |
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is dependent on where it is generated All examples shown below have been generated via the Advanced Search options (as shown in step 1) | Expand |
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| In this example, the Scope menu has been used to filter by This Office and the search results are sorted by Price (click column heading to sort)
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| In this example, the applicants have filtered by Surname plus the Scope menu is shown which would filter the results further
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A Show Preview option is available (top right) - when clicked, a panel is displayed on the right showing summary details of the selected applicant, as shown below
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Hovering between panels within the search screen changes your mouse pointer, allowing you to resize the panels on display
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| In this example, landlords, who are Individuals (not a company) with properties in their portfolio with garden in their address are listed
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As with all search screens when it is possible to add a new record, an Add option is available top left |
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| In this example, contacts for a specific Manager are listed Mailing Options are now accessed via a button top left
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An option to de-select contacts returned in a search is now available |
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| In this example, the Type menu has been used to filter the company records by Solicitor
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The Areas covered field allows text to be entered which looks at the contents of the Areas covered field on the company records and returns companies with areas matching the text entered (multiple entries should be separated with a comma)
A Type also has to be entered in order to search using this filter
Click Show Map to view the search results on a map, as shown below
Hovering over a marker displays summary details, clicking this will display the company record
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| labels | newui tips-search 12_134 12_134-sales-lettings-rnote |
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| Excerpt |
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Overview of the changes made to the search screens as part of the new user interface project |
