Miscellaneous Automated Search Settings
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Prospecting Default Settings
When prospecting searches are created with specific details for clients, you can specify key settings from this page which will be used each time you create a prospect search. The settings here can be overridden when you create or change individual ...
Default Search Criteria Settings
Start by creating your preferred search with frequently used criteria: Default Search This section allows you to choose which Search Criteria Default loads when you access the Search page. Select Settings from the Settings and Sign-Out menu on the ...
Search & Report Default Settings
From this page, you can specify key settings that will be used each time you search for and view property listings. On this page, you can also determine what information will be displayed on each listing report that you generate. Number of properties ...
My Defaults Settings
In this section of Settings, you can change your personal default settings for Prospecting defaults, Search & Report defaults, and Client Portal defaults. Prospecting Defaults: Specify key settings that will be used each time you create a prospect ...
Listing Email Preference Settings
Here you can choose whether or not you would like to be BCC’d on all searches/outbound emails. Select Settings from the Settings and Sign-Out menu on the upper right hand side of the navigation menu bar. Click the Search & report defaults link under ...