Using the Grid / List display in RealeSeller™

Using the Find By Initials feature:
In order to quickly find someone by their initials, simply type them into the Initials find box shown below.  You can start by typing in their first name initial and all matches will be displayed for the first name initial.  Then type the last name initial and the list will be filtered again.  You can also use the middle initial if you want, but this assumes that they have a middle initial. 


Note!  The Find By Initials feature works on the assumption that Outlook has done what it is supposed to do, insert the initials of the person into the initials field when the contact is created.  This sometimes doesn't happen.  Some kind of a MS Outlook bug that they haven't fixed we assume.  But it does seem to work most of the time.

Using the Filter By Category feature:
In order to quickly Filter By Category, you can use the drop-down list to select a single category filter.  The drop-down list will also show you how may items are in each category (as shown below).  While this is very quick, you are limited to a single category. 


Using the Find feature:
Most of the views you use to display information are controlled by a very powerful feature, the Grid or the List display.  With it you can sort by any displayed field, or quickly find anything located in a chosen field.  The information can also be "Filtered" in order to show information by range, say homes with values greater than 100,000 dollars but less than 150,000 dollars, or those homes located only in a certain city.  This section will explain the basics of using these powerful features and the use you can put them to.  Here is a sample of the view using a property list:


The Quick Find field is the field you choose to search for specific information, like a street name.  Only fields that are displayed in the Grid can be chosen to perform a search on. You can add or remove these fields as needed. How to do this will be explained below.  Notice that if you left-click a field, the field will be sorted ascending or descending which is indicated by the direction of the small 3D arrow.  When you choose a Quick Find field it causes the Grid to sort automatically by that field.  When you left-click a field to sort, the name in the quick find field will be the same as the sort field.  These items are tied together.  Next, the Quick Find value is a text box that you type information in that you are looking for.  As you type, the Grid selector will move to the first item it finds that matches what you have already typed.  Here is an example of how it might look:

In order to add or remove fields you want to display, put your mouse over one of the existing fields as shown below:


Now, right-click the field and you will see this:


Now select the Show Fields selection and you will see this:

At this point you can add and remove all of the available fields in the list on the left.  As you move field names to the show list, the names will be removed from the available fields list.  When you remove names from the Show list, they will be added to the Available Fields list.  This makes it easier to keep track of when adding and removing the names.  Notice there are two buttons, Move Up and Move Down.  Using these buttons you can move the field names around in the list.  The fields are displayed in the Grid using this list.  Just think of the top of the list as the left side and the bottom of the list as the right side.

Using the Filter feature:
This feature is a little more complicated to use than the Find feature, but once learned, it will display just what you want in a few seconds without any searching.  The real key to all of this is making sure all items in your database have as much information entered as possible.  The more fields you put information in to, the more choices you have to display your information.  This is an example of the basic Filtering fields and what they are used for:

Think of a Filter as something that looks at your items and lets what you want be displayed, and blocks what you don't want.  For instance, you might have homes from many different cities or zip codes in your database.  In order to find all homes in a certain zip code, you simply filter out everything but the zip codes you are looking for.  The same goes for city names or any other field listed in the filter.  Unlike the Quick Find you do not have to have the field shown in the list in order to use the filter on it.  In Filter field #1, choose City.  In the Filter condition field, choose equal (displayed as an "=" sign).  Please note that before typing in a filter name the Count in my Grid  is 557 properties.  At this point your Grid list should look something like this:

Now, in the Filter value text box, type in a city name.  I am typing in Plano.  Press the Enter key when you finish.  This lets the filter know that you have finished typing the filter.  You should then see something like this:

In my case, all my listed properties should be in the city of Plano, 356 of them.  Since you can combine filters together, I am going to show only those properties that cost more than $250,000.  First I will select List Price from the Filter field list.  Next I will select the Greater Than symbol (">").  The last thing to do is to enter the number. Don't type in dollar signs, commas, etc.  Just numbers, nothing else.  Press the Enter key when you finish.  You should see something like this:

 
Currently there are only two filters.  We will most likely add more filtering features to this ability in the future.