Search for a Meld, Vendor, Resident or Property

Find a specific Meld, vendor, resident, owner, unit, or property without opening each list. Use Search in the upper right.

• Who this is for: Property Manager, Maintenance Coordinator / Dispatcher, Maintenance Supervisor, Leasing and Office Staff
• Applies to: All customers
• Access needed: a management user with permission to view at least one of Melds, vendors, units, properties, residents, or owners. Search only lists the types you can view. If you have none of those permissions, the Search icon is hidden.
• Why it matters: you can jump to a record without opening each list.

How do I search for a Meld, vendor, resident or property?

To find a record with Search:

1. Click the Search icon (the magnifying glass) in the upper right, or press s or /. Search opens over the page you are on.
2. Under Narrow your search, pick what you want to find: Everything, Melds, Vendors, Units, Properties, Residents, or Owners. The default is Everything. Types you cannot view do not appear.
3. Type at least 2 characters in the search box.
4. In the results, click the record you want. Search closes, and the record opens in the same tab.

What you'll see: when Vendors is selected and the box is empty, the heading is Vendor Search Results. After you type a query, the heading includes a count, for example Vendor Search Results (0 total) when nothing matches. Other types use the same pattern, such as Meld Search Results (3 total). For Everything, the heading is Search Results (3 total). If there are 1000 or more results, the count shows as 1000+.

In an Everything search, each group can have a Just Melds, Just Vendors, Just Units, Just Properties, Just Residents, or Just Owners link. That link narrows Search to that type, the same as picking it under Narrow your search.

To close Search, press Escape, click outside the window, or click the Search icon again. The window also shows ESC to exit.

If it didn't work:

• If a record is missing, try a complete word for a vendor name, or pick a narrower type under Narrow your search.
• If a result is gray and not clickable, it is outside your property groups. Clicking it does nothing.
• If nothing matches, the heading includes (0 total) and the results area is empty. There is no extra message.

How do vendor searches match a name?

Vendor names must use complete words. For example, if you are looking for a vendor named Premier Plumbing, premier or plumbing can find it, and plumb cannot.

For Melds, units, properties, residents, and owners, a partial word can match if it is the start of a word. The middle of a word does not match.

Search matches any of the words you type, not only records that contain every word.

What can I type?

Type at least 2 characters. You can search by:

• Melds: the Meld ID, the brief description, or an external invoice ID. The result row shows the description, not the Meld ID.
• Vendors: name, email, or phone
• Units: address, unit, or property name
• Properties: address, property name, or city
• Residents: first or last name, cell phone, login, email, unit address, or property name
• Owners: first or last name, email, or cell phone

Limitations and things to know

• Search in the upper right looks across Property Meld for management users. To search or filter within a list, such as the Vendors or Properties page, see Using Search, Filters, Sorting, and View Options in the List View Redesign. Matching on a list page can differ. For example, the Vendors list can match the start of a word, such as plumb.
• Just my property groups is unchecked by default, and Search remembers your choice after you close it. When it is checked, results are limited to records in your assigned property groups, or records with no property group. Vendors still appear. This uses the property groups assigned to you, not the Property groups selector in the header.
• An Everything search shows up to 25 results, with no View More. To see more, pick a type under Narrow your search.
• On a mobile screen, Search opens a Meld Search panel. Use Filter Results to pick a type. ESC to exit and the s or / keys are not available.
• This article covers Search in the management app. The vendor app has a separate Search and is not covered here.

FAQ

Can I search from any page?

Search is in the header of the management app, on pages that use that header. If you do not have permission to view any of the Search types, the icon is hidden.

What can I type to find a Meld?

Type at least 2 characters. You can search by Meld ID, brief description, or external invoice ID. The result row shows the description, not the Meld ID.

Why did a search result not open?

If the row is gray and not clickable, the record is outside your property groups. Clicking it does nothing. Ask an admin to add you to the property group for that record.