Using Search and Filters

Updated October 26, 2026 165 views

Overview

Find exactly what you need with powerful search and filtering tools across all OpenLuxe features.

Accessing Search

Desktop

  1. Click the search bar (top center)
  2. Or press Cmd/Ctrl + K anywhere
  3. Global search opens as overlay

Mobile

  1. Tap the search icon in header
  2. Or pull down on most screens
  3. Full-screen search opens

Desktop View

Global Search

  • Search everything from one place
  • Results grouped by type
  • Recent searches shown
  • Keyboard navigation

Search Categories

Category Searches
All Everything
Contacts People in your CRM
Listings Properties
Chats Messages and conversations
Documents Files in vaults
Calendar Events and appointments
### Search Filters - Click category to filter results - Date range filters - Status filters (active, archived) - Owner/assignee filters

Advanced Search

  • Use quotes for exact match: "john smith"
  • Use minus to exclude: real estate -commercial
  • Use OR for alternatives: buyer OR seller
  • Field-specific: email:gmail.com

Mobile View

Global Search

  • Full-screen search interface
  • Recent searches at top
  • Trending searches suggested
  • Voice search option

Search Results

  • Scrollable list of results
  • Type icons for identification
  • Tap result to open
  • Swipe for quick actions

Filtering

  • Tap Filter button
  • Bottom sheet with options
  • Multiple filters combinable
  • Clear all with one tap

Touch Actions

  • Tap result: Open item
  • Swipe right: Quick action
  • Long-press: Preview
  • Voice icon: Speak search

Filtering Content

List Filters

Each list (Contacts, Listings, etc.) has specific filters:

Contact Filters

  • Tags
  • Source
  • Created date
  • Last activity
  • Assigned to

Listing Filters

  • Status
  • Price range
  • Property type
  • Location
  • Date listed

Calendar Filters

  • Calendar type
  • Date range
  • Event type
  • Attendees

Applying Filters

  1. Click/tap filter icon
  2. Select filter criteria
  3. Filters apply immediately
  4. Multiple filters stack
  5. Save filter as preset

Filter Presets

  • Save frequent filter combinations
  • Quick access in dropdown
  • Share presets with team
  • Edit or delete anytime

Saved Searches

Creating Saved Search

  1. Perform search with filters
  2. Click Save Search
  3. Name your search
  4. Optional: Enable alerts

Search Alerts

  • Get notified when new items match
  • Daily, weekly, or instant
  • Email or push notification
  • Great for new listings matching criteria

Search Tips

Efficient Searching

  • Start broad, then filter
  • Use keyboard shortcuts
  • Save frequent searches
  • Check recent searches first

Pro Tips

  • Search within results: adds to current filter
  • Export search results
  • Bulk actions on results
  • Search history for audit trail

Quick Filters

Desktop

  • Filter chips below search bar
  • Click to toggle
  • Common filters always visible
  • Customize which filters show

Mobile

  • Horizontal scroll of chips
  • Tap to apply
  • Active filters highlighted
  • Clear all button

Tips

  • Use saved searches for repetitive lookups
  • Set up alerts for competitive monitoring
  • Combine filters for precise results
  • Keyboard shortcuts speed up workflow
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