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Categories Filters and Search
Created by Brokerkit Product Management
Created on Jul 22, 0022

New filter mechanism with ability to add multiple filters with different operators like excluding records


To improve my searches, I want to add some additional filters and expand the ways to filter with additional operators.


New filters will include:

  • Whether the contact has a mobile phone number

  • License expiration dates

  • Relitix production and production insights parameters so they can be combined in one query

  • Relitix import last update date

  • Relitix Team Leader attribute

  • Relitix agent alerts by type

  • Zip code, City, County and state that the agent lives in

  • Agents: alert type and property type


Operators

  • Includes

  • Does not include - I want the ability to exclude labels and other attributes from advanced searches.

  • A date range for date fields


Jobs To Be Done
  • I want to be able to exclude records with certain attributes when I filter

  • I want to filter on more properties at once with different properties on each

  • I want to combine multiple filters at once

Pain
  • Right now I can only perform searches on records that include a certain attribute but I can't filter out records by attribute (e.g. labels, production).

  • There are some properties I can't filter on

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    • Guest
      Reply
      |
      Apr 7, 2025

      Negative search is essential (ex Contacts that DO NOT HAVE specific label)

    • Guest
      Reply
      |
      Jun 18, 2024

      This would be extremely helpful!

    • Admin
      Brokerkit Product Management
      Reply
      |
      Feb 5, 2024

      From BKPD-I-526 merged in: Allow filtering for not events like: leads not touched in 7 days - would be useful to look at the leads list in terms of who hasn't been touched in a timefram

    • +9
    1 MERGED

    Allow Filtering by Office State

    When inviting agents to events, especially Continuing Education Events, It would be beneficial to be able to set the State Filter to the appropriate State for the CE Course. This way, we don't inadvertantly send invites for Missouri CE to IIllinoi...
    Guest about 2 months ago in Filters and Search 1
    1 MERGED

    Filter leads using more than one "production insights" parameter

    N/A
    Winnie Rodgers about 1 month ago in Filters and Search 1
    1 MERGED

    Negative value filtering

    would be useful to look at the leads list in terms of who hasn't been touched in a timeframe
    ed ridolfi over 1 year ago in Filters and Search 2
    1 MERGED

    Advance Filter/Search by if Phone Number exists or not

    A simple filter toggle would be ideal to just say "Does phone number exist" yes or no.
    Todd Juliano about 1 year ago in Filters and Search 1