Filter Search Function – Visual How to Guide

There are many reasons why Collectrium’s filter search function is incredibly handy for someone managing a large and diverse collection. For instance, you may need to quickly compile a report based on objects in your collection for insurance purposes, above a certain value, but located at a specific location.

This has the potential to be a difficult task – especially when there are time constraints. But have no fear – Collectrium is here. By utilising the filter search function it is possible to pull together objects associated by common attributes making this sort of thing a quick and simple process.

You can also use this function to help perform a multitude of tasks, such as creating Smart Groups, Private Viewing Rooms, or even simply finding any object that you cannot quite remember the details of!

How to use the Filter Search Function

1. Start your search by by clicking on Search field at the top left hand corner of the screen.

1.filters

 

2. Having clicked on this you will be presented with the a search bar across the top of the screen. Down the left hand side you will see an array of filter options.

2.filters

 

3. Either enter a keyword into the search bar or begin ticking the filter options to condense the list of objects that appear before you;

  • The initial filter options available range from Category, Artist/Maker, to Current Location and Status;
  • By clicking on + Show Advanced at the bottom of the left filter menu panel, even more filters are available, including Acquisition Price, Insurance Value, Tags, Dimensions and Ownership.

 

4. Once you have zeroed in on the objects you have been looking for you can begin performing your tasks, such as generating reports, or bulk edits. Simply select the objects and choose an option from the Actions menu in the right hand corner.

3.filters

If you think that the filter search you have performed is one that you would utilise frequently, click Save as Smart Group at the bottom of the filter menu. See related links below for more information on smart groups.

4.filters

 

Related Links

How to Create a Smart Group

Adding Objects to Groups

Pick List

Generating Reports

Recent Posts

Start typing and press Enter to search

3.components