How to navigate and manage the properties listing page in the Zuper web app?

How to navigate and manage the properties listing page in the Zuper web app?

The property is the physical space occupied by the customer where the field technician performs the service. It contains a different list of resources and mapped customer details. Managing the property includes operational maintenance and controlling the real estate, residential, or commercial properties. 
Navigation: Clients --> Properties

Overview:

1. Select the "Clients" module from the left navigation menu and click the "Properties" Module. 


Note: If you cannot access the Properties in the menu, please contact your account administrator to enable your account access to the module.
2. Use the “Quick Filter” dropdown to access and select any saved quick filters.


Note: Manage Quick Filter helps you add and remove quick filters. 
3. Use the   Search icon to find the properties using free text keywords. 
This search, by default, looks up against the property name.



Note: You can click on the 'Property Name’ column to sort the properties by ascending or descending order.
4. Use the "Customize" button to customize the table columns, and you can reorder the columns by drag and drop using the  icon. 



5. Use the "+New Property" button to create a new property. 



6. The bottom panel enables you to customize the items per page, and you can use right and left arrows to navigate between the pages. 



7. You can enter the page number in the "Goto" option to navigate the page. 



Add a filter and save it as a quick filter

Filter

1. Select the filter icon to filter the property module details. 
 

2. Click the "+ Add Filter" button to provide the conditions. 
 

3. Enter the field type to choose the fieldthen select the operator and enter the field value to choose the field.
4. Click the "Apply Filter" button. 
Note: You can use the "+" button to add multiple filters. 


5. The filter is applied successfully. 



6. Click the "Clear Filter" button to remove the filter. 



Quick Filter:

1. Select the filter icon to filter the property module details. 
 

2. Click the "+ Add Filter" button to provide the conditions. 
 

3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.
Note: You can use the "+" button to add multiple filters. 
A checkbox on the "Save Applied Filter" will help you to save the filter as "Quick Filter."
4. Click the "Apply Filter" button. 



5.  a. Filter Name (Mandatory) - Give a unique name for the filter.

     b. Filter Applicability (Mandatory) - This option chooses the privacy for the filter. 

 6. Click the "Save Filter" button to create the quick filter. 



7. The new quick filter is created successfully. 


The Properties module is critical for managing all the properties, viewing, deactivating, or activating them, and taking various actions on the details page.