Creating and using property categories allows you to filter your searches in a specific way designed to suit your company’s individual needs.
In this example, we want to sort by client and the individual clients will be cities. You can create these to fit the criteria your company needs following these same steps.
Start by selecting Setup and then Property Details.
Choose the property type you want to include.
The property fields that are searchable are called, Main Information Fields.
Under the tab, Property Fields, you will need to create a new field to search by Clients.
To do this, Click the green plus and create a new one.
Change the name from “new field” to your searchable one, “client.”
Delete placeholder and type in, Select.
Click the lower button to the right of the field to add list options.
Click the green plus to add choice fields.
Click again for multiple fields.
Rename from New Field to your selection types.
Next, we will go to the individual properties to add this searchable feature in to the property details.
Click the blue house on the right to access the property details.
Select the edit button to open it up and make the needed changes.
On the public information page, choose the drop down under client and choose the option for this property, in this case City 1 is the client.
Click save and then close the details window.
Go to the heat map and view all properties.
Click filters in the upper right.
Select the drop down for Property category and choose the property type.
When a property type is selected the searchable fields will now show.
Choose the client and which client to filter.
Now you are only seeing properties on the heat map that pertain to the client, City 1.