Road Warrior's filtering feature allows you to filter Favorites based on convenient preset options or your own custom requirements. Why might you want to filter?
"I have so many favorites that my map looks cluttered with pins."
"Some days I only want to view current customers, not prospects."
"I only want to see locations that are open today."
Basic Filtering Options
Once you have added a number of Stops and Favorites to your map, you might want to limit those that are displayed. Tap the Filter icon at the top right of the screen. Then tap the Stop Filter tab. (The Favorite and Stop Filter menus offer the same options for both kinds of stops).
Hide All: Just as it sounds, this feature will hide all stops when turned on.
Text Match: Allows you to filter by words in a name or address. Only the Stops with the matching text will show.
Status: Select Active or None. For stops, selecting Active will only show active (stops that are not checked in, unreachable, or closed) stops on your route. For favorites, selecting Active will only show favorites that are open and have not been limited by an availability limit.
Distance: Use the slide bar to show Stops within a certain distance from your Start Point.
Custom Filters using Hashtags
You can also assign a customized field called Hashtags for furthering filtering based on your specific needs. To use Hashtags for filtering, first put a hashtag in the Notes section of your Favorite.
To get to the Notes section of your Favorite, click on a Favorite, then click Edit. (If you are clicking on a Favorite that is Stop on your current route, click on the Stop and select View Favorite.)
Next, type that hashtag into the Hash Tags section of the filter screen and make sure the filter is on.
For example, you might tag VIP customers as #VIP by typing #VIP in the notes section of those Favorites. Then turn on the filter and type #VIP in the hashtag section of the Filter screen.
You can use multiple hashtags for more advanced filtering. When you use multiple hashtags, the filter defaults to “OR” mode. When you click the check mark to match EVERY hashtag it changes to “AND” mode.
For example, you might be a salesperson who has tagged all your favorites as either #hot or #warm or #cold. On this day, you only want to visit favorites that are warm or hot. You want the hashtag section of the filter to read: #warm #hot with the "match every hashtag" line unchecked.
Remember your Filter: from the Map or List view you can immediately tell that your filter is on if the icon is solid raspberry color.
Hashtags belong to Favorites, not Stops. Make sure you add your hashtag to the note of the Favorite (as described above) not the Stop notes, which are separate.
I don't see any stops on my route - if you do not see any stops on your route that you believe has stops, or if you add a stop to a route and it does not show up, it is likely that you have a filter on that is hiding the stops.
Tap the filter button in the upper right corner of the planner, then tap "Clear all filters" at the bottom. This should display your stops again.