Pipeline automatically extracts zip codes from transaction names for subsequent reporting and searching.
Search by zipcode
Enter a property address in the transaction name field. If the last 5 characters of a transaction's name are all digits and are preceded by a space, that zip code will automatically be associated with that transaction.
Download Spreadsheet Report
1. Click the [TRANSACTIONS] tab
2. Click one of the spreadsheet download options from the left menu.
3. The downloaded spreadsheet will include the zip code field, allowing you to sort and filter on it and any other fields, as desired.
Look up transactions by zip code
1. From the search box, select the "Zip Code" search operator.
2. Enter the desired zip code, then click the [MAGNIFYING GLASS].
3. The system will return all transactions that are associated with that zip code.
Note that an old transaction will not be associated with a zip code unless the transaction is re-saved.