Filter Chips & Collections
When searching or browsing in BiiTrust, Filter Chips let you narrow wide result sets into precise operational categories with a single click.
1. Available Collection Chips
Directly beneath the search bar, filter chips display the scopes authorized for your role:
[ All ] [ Screens ] [ Clients ] [ Loans ] [ Payments ] [ Applications ]
| Chip | What It Searches | Key Identifiers |
|---|---|---|
| All | Simultaneously searches every entity authorized for your role. | Names, phone numbers, codes |
| Screens | The complete system menu, dashboards, operational tools, and reports. | Screen names, keywords, actions |
| Clients | Registered borrowers, prospective applicants, and next-of-kin contacts. | Full name, national ID, phone, client # (CLX...) |
| Loans | Open and historical credit facilities, installment schedules, and debt status. | Loan # (LOX...), borrower name, product name |
| Payments | Financial transactions, cashier receipts, and M-Pesa clearing records. | Receipt # (RCX...), M-Pesa reference (SJL89X2KLM) |
| Applications | Loan origination dossiers, approval committee files, and draft requests. | Application # (APX...), applicant name |
2. Shareable Search URLs
BiiTrust synchronizes your search query and active filter chip directly with the browser’s address bar using URL parameters:
https://biitrust.local/search?q=wanjiru&in=loans
Why This Matters for Operations:
- Bookmark Frequent Queries: If you regularly monitor overdue loans in a specific town or group, bookmark the search URL in your browser for instant daily access.
- Share Direct Links: When discussing a suspicious payment or returned loan file with a colleague, copy the browser URL and paste it in chat. When your colleague clicks it, their console opens to the exact same filtered result set.
- Flawless Browser Navigation: Clicking the browser’s Back or Forward button preserves your search history and active chips without resetting your query.
3. Mobile Chip Scrolling
On mobile screens under 640px, filter chips automatically organize into a smooth horizontal touch carousel:
- Swipe left or right across the chips using your thumb.
- Tapping any chip immediately filters the list below.
- Active chips glow with the primary accent background and border ring.