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Changes to quick property search function via main menu

Changes to quick property search function via main menu

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.201

Various changes have been made to the quick property search function, carried out via the main menu, to increase efficiency and system performance

All changes to property searching are outlined below and relate to when searching via the Property option on the main menu

The changes can be summarised as follows:

  • Address search only
    Only property address details are searched - meaning that no contact names, contact details (e.g. phone number/email) or contact addresses are included - this will result in more relevant property search results being returned
    Prior to this release, contact and company details were searched and returned

  • Only one wildcard* search applied
    Only one wildcard search is used in a search, plus the wildcard is only applied to the end of the search term, this change results in more relevant property search results being returned
    Prior to this release, multiple wildcards were applied throughout the search term/phrase

  • Maximum search result - 50 sales/lettings properties
    Up to 50 search results will be shown for each search type in the menu bar - i.e. up to 50 sales properties and 50 lettings properties - this will result in faster searches
    To view more than 50 search results, the existing Advanced Search function should be used instead
    Prior to this release, 100 results for each search type were shown in the menu bar

  • No archive search
    Only live properties will be returned, archived properties will not be included - this will result in a faster search process
    For archived properties, the existing Advanced Search function should be used instead
    Prior to this release, archived properties were searched for and shown in the menu bar

*wildcard = a special character that represents one or more other characters in a search

Each change is explained in more detail below, including how to access property quick search:
(click a link to skip to a section)

Access quick property search function

The quick property search function is accessed via the main menu:

  • Click Property

  • Use the search bar shown to the right to carry out a quick property search

    Property option on main menu plus search bar.png

Address search only

  • Only property address details are searched

  • Contact/company details held on a property record are no longer searched, meaning no contact names, contact details (e.g. phone number/email) or contact addresses are included in the search

Example

  • Searching using a name will only look at the search term within the property address

  • It will not look at contact or company records containing this search term
    e.g. Wilson (which is typically a name) is only returned when it is part of a property address

    Property search by name.png

Only one wildcard* search applied

  • Only one wildcard search is used in a search

  • The wildcard is only applied to the end of the search term, rather than to every space within the search term/phrase, as done previously

Example

  • Searching for ‘65 Long’ will return results that match ‘65’ exactly and start with ‘long’
    (‘long’ is the last term within the search and therefore where the wildcard is applied)

  • Prior to this release, a wildcard would also be applied after the number - for example, searching for ‘6 Long' would have returned the property in the example below, along with ‘61 Long Street, 62 Long Street, 63 Long Street, and so on) - now, searching for '6 long’ will only return properties that contain '6 long’ at the start of the search term

Maximum search result - 50 sales/lettings properties

  • Up to 50 search results will be shown for each search type
    i.e. up to 50 sales properties and 50 lettings properties

  • Where a search has more than 50 results, this is indicated as 50+

To view more than 50 search results, the existing Advanced Search function should be used instead

From the bottom of the main menu:

  • Click Advanced Search and select Sales/Lettings Property Search, as appropriate

  • The Advanced Search screen is displayed showing the full property search results
    In this example, there were 97 properties matching the search term

No archive search

  • Only live properties will be returned

  • Archived properties will not be included

Example

When searching for an archived property via quick property search:

  • If the search does not return any matches, the option to click advanced search is offered

  • OR, if the search does get live property matches, click Advanced Search at the bottom of the menu bar and select Sales/Lettings Property Search, as appropriate

  • The Advanced Search screen is displayed pulling through the previous search term

    • Tick Archive
      The archived property is displayed on the right

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