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Client, Agent, Unscheduled Order Grids - Set Filters
Client, Agent, Unscheduled Order Grids - Set Filters

This article shows you how to apply filters to the Client and Agent screens

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

Go to Clients/Agents in your navigation bar at the top of your ISN and click the menu option for whichever list you'd like to set filters for.

Click the Filter button to the right of the Search & Rows per Page buttons o

Clients can be filtered by:

  1. Active or Inactive Status

  2. Labels

Agents can be filtered by:

  1. Active or Inactive Status

  2. Buyer's Agent or Seller's Agent

  3. No Agency

  4. No Photo

  5. Label

  6. Agency Name

Once you're done applying your filters, hit the blue Apply Filters button.

Once you’ve added your filters, you’ll notice an orange color applied to the filter button, as well as the top of your client or agents list. You can hit the 'clear' button at any time to remove this filter.

The system will remember which filters are being applied for the next time you view this screen! Filters are set on a per-user, per-device basis and cannot be applied globally from one account.

If you have any questions at all, please feel free to open a chat with us, email us at help@inspectionsupport.com, or give us a call at 800-700-8112

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