Criteria Shortcuts in Discover let you pin your favorite search criteria to the top toolbar so you can build and refine lists much faster, without digging through the full criteria tree every time.
What are Criteria Shortcuts?
Criteria Shortcuts are a row of buttons in the Discover toolbar. Each shortcut opens a specific criterion (for example, Subdivision, Owner Phone, Equity Percent) so you can adjust it immediately, instead of navigating through Add Criteria → category → sub‑category every time.
You can fully customize which shortcuts appear and in what order, and your changes are saved to your account.
Criteria Shortcuts Menu
Where to find Criteria Shortcuts
On web Discover:
Open Discover from the main navigation.
Look at the toolbar above your results and map. You’ll see:
City / County / Zip on the left
A row of Criteria Shortcuts
A “+” Add Criteria button
View controls (Map, Grid, etc.) on the right
On mobile Discover (iOS / Android):
The chatbot is the main screen.
City / County / Zip appears in the criteria area where Generate/Add buttons used to be.
Criteria Shortcuts are available in the toolbar area above results; on smaller screens you may need to scroll horizontally to see them all.
How Criteria Shortcuts behave in AI Discover
Key points about how shortcuts work now:
Shortcuts are directly editable: when you change them in the Edit Shortcuts view, your toolbar updates immediately. There is no separate “Save” or “Update Shortcuts” button.
Your shortcut setup is persistent: changes are stored with your account.
Quick Lists are excluded: you can’t add Quick List criteria as shortcuts. Edit Shortcuts only shows individual criteria, not Quick Lists, to avoid confusion between one‑click audiences and one‑click fields.
Editing your Criteria Shortcuts
On web, there is a dedicated Edit Shortcuts panel so you can manage your toolbar.
Open the Edit Shortcuts panel
In Discover, find the shortcut bar in the top toolbar.
Click the Edit Shortcuts button right after the last shortcut in the row.
This opens a panel titled “Edit Criteria Shortcuts” on the left side of Discover.
The panel is a temporary overlay: closing it returns you to your usual Generate/Add state; it doesn’t change your default Discover layout.
Add a new shortcut
Inside the Edit Criteria Shortcuts panel you’ll see your current shortcuts and a way to search/add more.
To add a shortcut:
Open the Edit Shortcuts panel.
Use the search field to type the name of the criterion you want (for example “Subdivision”, “Owner Phone”).
Select the criterion from the results list.
It is added to your “Your shortcuts” list and immediately appears in the toolbar in the same session—no additional save step required.
Remove an existing shortcut
To remove a shortcut you don’t use:
Open the Edit Shortcuts panel.
In the “Your shortcuts” list, find the shortcut you want to remove.
Click the remove (X) control for that row.
The shortcut disappears from both the list and the toolbar immediately.
If you want to completely reset to the default shortcut set, use the Reset option in this panel:
Reorder your shortcuts
You can drag and drop shortcuts to reorder them so the most important ones are visible first.
Open the Edit Shortcuts panel.
In the “Your shortcuts” list, click and drag the drag‑handle icon next to a shortcut row.
Drop it in the desired position.
The new order is applied right away:
The “Your shortcuts” list updates.
The toolbar shortcut bar reflects the new order on its next render (effectively immediately for users).
The new order is stored with your account and restored whenever you come back to Discover, including foreclosure mode where shortcuts are also available.
Using Criteria Shortcuts to build lists faster
Once your shortcuts are set up:
Click a shortcut to open that specific criterion and adjust values (for example, change a radius distance, equity range, or subdivision name). The underlying criteria behavior follows the normal Add Criteria patterns.
As you adjust criteria - whether via shortcuts, Add Criteria, or Radar - the Discover results list runs automatically; you don’t need to click a separate “run search” step.
You can still mix shortcuts with full Add Criteria and Radar AI prompts. For example:
Use Radar to describe your ideal audience.
Use a shortcut like “Subdivision” or “Owner Phone” to refine that audience quickly.
Use City / County / Zip in the toolbar to tighten geography.
Because changes apply immediately and are persisted, you can treat Criteria Shortcuts as your personal “favorite controls” for the way you build lists most often.