Managing filters is available as part of the Beamo Plan(s) Pro, Enterprise.
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Introduction

You can set up a filter to refine the search results for sites in the Home. Here, you can manage two types of filters: by location and by labels created by the user.

Who can use this feature? 

  Super Admin Site Manager Team Admin Surveyor Collaborator Viewer
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Managing by location 

Filter by location takes the following four levels of geographic hierarchy from the site address and uses these to organize and filter your sites- by region, country, prefecture, and city. These levels can be renamed to localize the term according to your region.

Example:

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Filtering by location 

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1. Click [Settings] in the header of the Home, and select [Filter].

2. Click on the [By Location] tab.

3. To Rename, double click on the hierarchy and edit.

4. Toggle the status to Disable or Enable the levels.

5. Click the [Save] button on the footer to save the change.

Managing label filters

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  1. Click [Settings] in the header of the Home, and select [Filter].

  2. Click on the [By Labels] tab.

  3. Click and drag existing label groups to reorder them. This order is how it will appear on the home screen.

  4. Click the [+ Add ] in the corner to create a new label group.
  5. Add a new label or remove it from the page to apply changes globally.

  6. Toggle the status to Disable or Enable the labels.

  7. Click the [Save] button on the footer to save the changes.

Caution: Removing a label will remove it from all sites.

Note: Adding a new label here will make it available for the rest of the users.
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