How to Use Project Filters

The Survey Merchandiser app has a filter feature that lets you control:

• How projects appear in the app (by project or by store location)
• What types of projects are included on the Available list / map
• What types of project are included and excluded from the Available list / map

Here's how it works: 

How to Access the Filter Options: 

1. Open the app and go to the Available list
2. Tap the filter button at the bottom right of the screen (green circle)

After you tap the icon, you will see this screen: 

What the Filter Options Do: 

The filter options control what's displayed on the Available list / map. Here's what each option does: 

View: Choosing Store will give you a list of stores with available projects. It's sorted by location from you, nearest to farthest. Choosing Projects will give you a list of projects with available stores, and the list is in alphabetical order. The projects are further sorted by category. 

Show Only: This will let you view only visits you can claim, only messages and surveys, or routes. It's a great choice for people looking to find projects they can do right away.

Please note that you do not need to choose any options in this section. This is important because this section works with the next one, Types of Work, and some combinations of choices will not yield results. 

Types of Work: This lets you see only certain types of work. Choosing Resets or Demos, for example, will show you only this type of project. In this case, you would not want to choose an option in the previous section because those types of projects are not claiming, routes, or messages/surveys. 

You can also exclude certain types of work. This is helpful if you don't want to pursue sell-ins, if you have a hard time printing, or do not want to wait for a shipment. 

Applying Filters: 

To apply a filter, you have to tap the "Apply Filter" button at the bottom of the screen. Right above that button, you'll see "Total Results" and a number. If this number is zero, you will not have any projects available because no projects can be found based on the options you selected.

Removing All Filters: 

There are two ways to remove all filters: 

1) Uncheck all selections in the Show Only, Types of Work, and Excluded Job Types sections and tap Apply Filters at the bottom. 

2) Tap the "x" icon at the top right corner of the screen and tap Apply Filters at the bottom. 

Please note that the only required choice is the View option (described above). 

Troubleshooting: 

If you look at the Available list (or map) and do not see any projects, or see fewer projects than you expect, the first thing you should do is to check which filters you have active. 

For example, if you see a list of stores, but want to see a list of projects, you probably have Stores selected. Tap Projects and Apply Filters, and the view will switch. 

If you chose Resets, but don't see any, you may have also selected something in the "Show Only" section. Uncheck that and tap Apply Filters and you should the resets.