Feature Overview:

This update introduces comprehensive filtering options within the Locations module, enabling Account Admins to isolate records based on specific operational criteria. Moving beyond a simple global search, users can now query locations by Field, Field Operator, Description, Driving Directions, and all active Custom Fields, significantly streamlining the process of high-volume record management.

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Related Features:

• Custom Fields for Locations
• Locations Management

Features/Benefits:

• Granular Query Control - Search for locations using specific parameters like a description rather than scrolling through global lists.
• Custom Field Integration - Every custom property assigned to your location records is now a searchable filter, ensuring that unique business data remains easily accessible.
• Streamlined Maintenance - Quickly identify groups of records that require updates (e.g., all locations within a specific Field) to perform targeted changes.
• Improved Operational Clarity - Support teams can now find specific driving directions or site descriptions instantly to assist field personnel.
• Persistent Search View - New filters are integrated directly near the Search field for immediate access without navigating away from the table’s list.

How It Works:

1. Navigate to Records → Locations in the side panel.
2. Locate the new filtering area positioned next to the standard search bar in the table header.
3. Select the desired filter criteria from the available options (Field, Field Operator, Description, etc.).
4. Enter your query value; the table will automatically refresh to display only the location records that match your specific parameters.
5. Use these filtered results to review site details or click the Edit icon to make necessary updates.