New user interface - all search screens

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

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)
2. Common functions All existing functionality is still available plus some enhanced features are included Search options Use the left side of the screen to enter search criteria then click Search (or press enter on keyboard) 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 Search results in grid Search results are shown in a grid, allowing you to: Click column headings to sort the information shown Click to the right of the column headings for options to filter or group Output/export options Click Print for output and export options for the list - such as printing, emailing or exporting the list (to Excel)
3. Example search screens The content of a search screen, including the colour shown across the top, is* dependent on where it is generated* All examples shown below have been generated via the Advanced Search* option (shown in step 1)* Property search In this example, the Scope menu has been used to filter by This Office and and the search results are sorted by Price (click column heading to sort) All filter options previously available are found on the left of the screen Applicant search In this example, the applicants have filtered by Surname plus the Scope menu is shown which would filter the results further All filter options previously available are found on the left of the screen 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 Hovering between panels within the search screen changes your mouse pointer, allowing you to resize the panels on display Contact search In this example, contacts for a specific Manager are listed All filter options previously available are found on the left of the screen Mailing Options are now accessed via a button top left An option to de-select contacts returned in a search is now available Company search In this example, the Type menu has been used to filter the company records by Solicitor All filter options previously available are found on the left of the screen 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

New user interface - all search screens

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