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Filtering and Searching Units

The search bar above the Units list now doubles as a filter bar. Type a filter name, pick a value, and it becomes a colored chip in the bar. No separate panel to open first.

Last updated August 28, 2026

Building
    • Filtering and Searching Units
    • How to filter units with the search bar
    • How to Import Units and Residents
    • Import Errors and What They Mean
    • Importing Units and Residents: An Overview
    • Pet Registration: Weight & Breed
    • Preparing Your Import File
    • Reading Your Import Report
    • The Pre Import Checklist
    • Unit Import: FAQ
    • View and Manage Units
    • What Happens When You Import, and Who Gets Notified
    • Attach Supporting Documents to a Decision
    • Create Your First Board Decision
    • Vote on a Pending Decision
    • Attach Documents to Notes
    • Create and Manage Logbook Notes
    • Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add
    • Pin Important Notes
    • Tag a Property and Pin the Notes That Matter
    • Use Comments on Notes
    • Create and Manage Documents
    • Documents
    • Share Financial Documents
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The search bar above the Units list now doubles as a filter bar. You can still type a plain word to search, but you can also type the name of a filter, like status, balance or pet, and pick a value to add it as a colored chip right there in the bar. No need to open a separate panel first.

Who can use it: Any staff member, property manager or board member with access to the property. The money and accounting filters only appear when accounting is turned on for that property and you have accounting access.

Where to find it: Go to Units. The bar sits directly above the unit cards, and it works the same way on a phone.

The filters are grouped so they stay easy to scan, and each group carries its own color:

A filter from each group, shown as chips in the bar.

Unit status: Rented  × Balance state: Overdue  × Open service ticket: Yes  × Occupant type: Owner  × Registered pet: Yes  ×
  • Money and accounting (green) — balance state, amount owing, days overdue, invoice number and status, charge status and category, issued, due and paid dates, payment method, and billing account state.
  • Residents (blue) — whether the unit has occupants, occupant type, occupant name, mobility needs, how someone can be reached, move-in date, pending invites, and whether anyone holds an URBI account.
  • Registrations (violet) — vehicles, parking spots, pets and pet types, fobs, key slots, bike storage and storage lockers.
  • Activity (amber) — service ticket status and priority, open service tickets, packages awaiting pickup, amenity booking category and dates, and expected visitors.
  • Unit (teal) — unit status, floor, and unit number.

Two shortcuts save a step. Type # to jump straight to unit numbers, and @ to jump straight to a person by name, so you can find a unit by who lives in it.

Chips stack. Add as many as you need and they narrow the list together, along with any plain text you typed. A count above the list tells you how many units match.

The same bar, with the same filters and the same chips, is on the phone view of Units.

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