Lesson 3 of 7 · 4 min

Search, Filter, and Sort

Use the search bar, platform filter, and sort dropdown to zero in on the right customers instantly.

Search, Filter, and Sort

Video coming soon

3/7

Lesson Notes

01

The search bar at the top of the table performs a server-side, debounced search across name, email, and phone. Typing begins a 300 ms debounce before the API call fires, so results update automatically as you type without every keystroke triggering a request. The search query is synced to the URL (as the ?q= parameter), so you can refresh the page or share the URL and the search is preserved.

02

The filter button (the funnel icon to the right of the search bar) toggles between three platform states: All customers, On platform (customers who have a linked Vremly user account — their userId field is populated), and Not on platform (stub records you created manually or imported via CSV, where no account has been claimed). Use the 'On platform' filter to see customers actively using the customer portal, or 'Not on platform' to find candidates who should receive an invite.

03

The sort control (the arrows icon) offers six options: Name (A–Z) and Name (Z–A) for alphabetical browsing; Notes (A–Z) and Notes (Z–A) for alphabetical browsing by internal notes; Jobs (Most) to surface your highest-volume customers first; and Jobs (Least) to find low-engagement accounts. All sorting is performed server-side so the correct order is maintained across pages. The default is Name (A–Z).

04

You can combine search, filter, and sort simultaneously. For example, searching for 'Smith', filtering to 'On platform', and sorting by 'Jobs (Most)' gives you all platform-registered customers with 'Smith' in their name or contact info, ordered by how much work they've given you. Each change resets to page 1 automatically so you never see stale paginated results.

05

On iOS, the equivalent controls live directly under the sticky directory header. The search field filters locally in real-time across the already-loaded customer list. The sort picker uses swipe-accessible options: Name (A–Z), Most jobs, Recent activity, Newest, and Top tier (ranks by loyalty tier slug). The filter picker adds a 'With jobs' option not present on the web. Because the iOS list loads all customers in one API call (rather than paginating), local sort and filter are instantaneous.

Key Takeaways

  • Search is server-side with 300 ms debounce; it searches across name, email, and phone and syncs to the URL.
  • The platform filter distinguishes 'On platform' (linked account) from 'Not on platform' (stub records) — useful for finding invite candidates.
  • Six sort options are available on web; all are server-side so the order is correct across all pages.
  • Combining search, filter, and sort always resets to page 1 to avoid stale results.
  • iOS sorts locally from a single loaded list and adds a 'Top tier' sort option that ranks by loyalty tier slug.
Related documentation at docs.vremly.com