Advanced Search

You can narrow your search for a valuation with Advanced Search.

  1. Configure what fields you search through by checking or unchecking the box next to a field name.

     

     

    Whatever search fields are selected in the Advanced Search also dictates the fields that are searched in the Quick Search.

  1. Add additional filters to your search.

    Apart from the default filter (Assigned User), you can add up to four additional filters to your search.

  1. Determine which valuations (based on status) you wish to search. Select from the following:

    • Include Expired Estimates

    • Include Non-Expired Estimates

    • Include Deleted Valuations

    • Include Non-deleted Valuations

    Please note at least one of the four valuation types should be selected to perform the search..

    Estimates expire and are removed from the dashboard view if a valuation number has not been assigned. Typically, an estimate expires 90 days after the creation of the valuation, but the site you use may be configured to use a different duration.

    Rows with expired estimates are shaded gray. Rows showing deleted or unsaved valuations are shaded mauve.

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  2. Save the defined filters by pressing Set and Search. The defined filters are set only within the current session.

  3. If necessary, clear the filters and return to the default ones by clicking Clear.

  4. If necessary, return to the previously set filters by clicking Cancel.