Understand filter search panels

Summary

Learn how to use filter search panels across Box+Dice modules to refine results, apply saved filters, and improve your workflow.

This article covers: 

• About filter search panels
• How it works
• Saved filters and reset options
• AND/OR filter logic
• Filter tools by module

About filter search panels

Every module in Box+Dice includes a filter search panel on the left-hand side of the screen. These panels help you target exactly what you need, whether you’re filtering tasks, leads, listings, properties, or staff.

How it works

Filter panels let you quickly refine lists with search fields, checkboxes, and dropdowns. Results update live as filters are applied.

To start filtering:

• Open any module (e.g., Contacts, Sales, Rentals)
• Locate the Filter panel on the left side
• In the Contacts module you can use Ask AI - a natural language search tool
• Apply quick-filters using available options
• Click + Add Filter Item to add more filters

Saved filters and reset options

You can save filters you use often to save time and streamline your workflow. You can also combine multiple filters for more precise targeting and refined results. If your results look incorrect, make sure to reset your filters, as old ones may still be applied.

To save filters:

• Click the Save button at the bottom end of the Filter panel

To view favourite saved filters:

• Click the drop-down arrow next to Favourite Saved Filters
• Drag and drop each favourite filter into your preferred sequence

• Click View All Saved Filters
• Hover over a saved filter to view the current result count

To reset filters:

• Click the Reset button at the top right of the Filter panel

AND / OR filters logic

Box+Dice now lets you switch between AND and OR logic when combining filters.

To add AND filters:

• Click the + Add Filter Item
• Select Filter 
• Select Condition
• Click Apply to add AND filters

To add OR filters:

• Click the + Add Filter Item
• Select Filter 
• Select Condition
• Click the + Add OR Condition
• Select Filter 
• Click Apply

The Filter panel displays all active filters, including those that you prefilled in the panel and any additional filters applied using the Add Filter option.

Filter tools by module

Core tools are consistent across all panels, but available fields differ by module:

• Contacts - Category, Consultant, Activity Type
• Sales Listings - Status, Suburb, Listed Date, Consultant
• Rentals - Lease Status, Office, Suburb
• Tasks - Due Date, Type (Email, Phone, SMS, etc.), Consultant
• Properties - Consultants, Office, Tags
• Staff (Team) - Login Status, Access Level, MFA Settings

The screen will display available records based on the filters you have set.