In this article, we'll cover the different aspects of filters:
Property Meld allows you to filter and sort melds by a variety of criteria; such as creation date, tenant rating, assigned maintenance, and more. You can save these criteria under a custom filter for quick access. These saved filters will be displayed under the "Shared Filters" and "Private Filters" section of your dashboard along with the number of melds that each list has. Each user will have a set of filters generated for them initially, but this list can be changed to suit what melds you are most interested in keeping tabs on.
1. Navigate to your 'MELDS' section:
2. Filter your melds using the "FILTER" drop-down and select how you want the melds to be sorted.
3. Click the "Save" button
4. Before saving you can choose to create a new filter or overwrite an existing filter with the criteria that you currently have applied.
5. Select "Make default" for this saved filter to be your default view when you click the "Melds" link from the navigation bar at the top of your screen. This default will be for you only. Other users in your organization will have their own default.
6. Check the "private" box if you want this saved filter to only be accessible to you. Otherwise leave it unchecked if you want to to be available to anyone in your organization.
7. Click "Save Filter"
Changing the filter criteria
Follow steps 1-3 listed above in "Create New Saved Filter".
1. Choose the "Overwrite existing filter" option and select which filter you want to update.
2. Click "Save Filter"
1. Open the dropdown of saved filters and click "Edit" link
2. Making a filter private will prevent other users within your organization from being able to see or use a filter. See step 4 of creating a new saved filter for more information on the options listed here.
1. Open the saved filter drop-down and choose "Delete"
2. Deleting a shared filter (private option unchecked) will delete this filter for everyone in your organization. Confirm with team members before confirming the deletion.