Find records

Search

If you know the record’s name or part of it, searching is usually the easiest way to find the record.

Note that search targets records that are already filtered into view. If no filters are in use, the search targets all records of the type that you are viewing.

To search for records, follow these steps:

1. From the main menu, go to the page whose records you want to search. For example, if you want to search for companies, click Companies on the main menu.

2. In the search field at the bottom-right corner of the page, type a search word or part of a search word, and then press Enter.

   

Filter

Use quick filters

Use quick filters to show or hide records according to a set of conditions, for example to only show tasks that have a certain client and that have been created in a certain month.

If you find yourself using a set of conditions repeatedly, consider saving them in a custom filter.

To filter records, follow these steps:

1. From the main menu, go to the page whose records you want to view. For example, if you want to view companies, click Companies.

2. Double-click a cell whose value you want to use as a condition. For example, if you want to view companies of a certain type, double-click the company type.

   

3. Filtering conditions appear at the bottom of the page. You can edit them as follows:

   • To add a new condition or to edit an existing one, type a new condition in the relevant text field, and then press Enter. You can use the asterisk (*) as a wildcard. It represents any character or any string of characters.

   • To delete a condition, clear its text field, and then press Enter.

Examples on using the wildcard:

Use standard and custom filters

Broker Site Manager includes a set of standard filters that you can use to view and hide records. For example, you can view all new tasks in the Tasks list. Many lists also support custom filters that you can create yourself.

To use a standard or custom filter, do the following:

• At the bottom-right corner of the page, in the drop-down list, click the filter that you want to use.

  

To clear all filters, including quick filters, do the following:

• At the bottom-right corner of the page, in the drop-down list, click Reset filters.

  

Add custom filters

Custom filters are filtering conditions that you have saved for recurring use. For example, you can add a task filter that shows all tasks whose responsible person is you and whose documentation needs to be reviewed.

Custom filters are personal. If you need a custom filter that is available for everyone, please contact Mercus helpdesk.

You can add custom filters for the following record types:

• Assets
• Companies
• Contracts
• Projects
• Receipts
• Tasks
• Tenders

To add a custom filter, follow these steps:

1. From the main menu, go to the list where you want to add a filter. For example, if you want to filter tasks, click Tasks on the main menu.

2. In the list at the bottom-right corner of the page, click My filters.

   

3. At the bottom of the page, click Add.

4. Type a name in the Filter name field.

5. If you want to, type a description in the Description field. If you include the filter in Broker Site Manager header, the description appears as a tooltip when you point to the filter.

6. Click Save.

7. To add conditions to the filter, do the following:

   • Under Conditions, click the plus sign .

   • In the list that appears, click the field that you want the condition to target.

   • In the new list that appears, click the type of the condition.

   • If a new field appears, type a value with which the field should be compared. If a new list appears, click the value with which the field should be compared.

   • On the condition’s row, click the plus sign .

8. If you need to remove a condition, click the minus sign next to it.

Include custom filters in Broker Site Manager header

Custom filters that you include in Broker Site Manager header can give you an overview of and easy access to records that require your attention. Common uses for custom filters in the header include drawing your attention to:

• Tasks that you have completed but haven’t documented

• Tasks whose responsible person is you and whose documentation needs to be reviewed

• Invitations for tender that need to be reviewed

Each filter is represented in the header by a symbol that also shows how many matches the filter has. If the filter has no matches, its symbol doesn’t show. Clicking the symbol opens a list of the matches.

To include a custom filter in the header, follow these steps:

1. From the main menu, go to the page where the custom filter is added. For example, if you want to include a task filter in the header, click Tasks on the main menu.

2. In the list at the bottom-right corner of the page, click My filters.

   

3. Click the arrow next to the correct filter.

4. At the bottom of the page, click Edit.

5. In the Active list, click Yes.

6. In the set of symbols that appears, click the symbol that you want to include in Broker Site Manager header.

7. At the bottom of the page, click Save.

Go to a record’s page

To go to a record’s page from a list, click the arrow at the right end of the record’s row.