How to set up, use, and delete quick filters in the Complaint and new cases view

By-law enforcement officers manage their citizen complaints in the Complaints and new case view accessible from the user Dashboard. Users can filter complaints and view properties on the map by using various categories and status criteria. The Filter functionality allows users to set up quick filters to speed up the work. However, you must have one or more saved filters before setting up the quick filters. 

The quick filter allows you to add one (1) to five (5) filters for your quick filter selection.

Setting up and using a quick filter

The quick filters functionality is part of the Filter section in the Complaints and new cases view.

  1. Click Edit next to the quick filter section.
  2.  You will have all your saved filters as buttons under Quick filters. Expand the Select Filter drop-down menu. Choose a filter and click on it. Move to the next filter and do the same. Cloudpermit saves the selected filters automatically. Once you have chosen all your filters, click Done.
  3. The selected filters appear as buttons under the Quick filters section.
  4.  Click on the desired filter. Cloudpermit displays the matching data on the map and under Results.

Deleting a filter

  1. Select the filter to be deleted from the Saved filter drop-down menu list.
  2. Click Delete Filter.
  3. Click Yes
  4.  The selected filter is deleted from the Quick filters selection.

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