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 searches.
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Default Detailed Client Report Settings
From this section you can select the preferred Default Detailed Report that clients will access when they click the Address link on their brief report when viewing prospecting results. Selections can be made for each property type. Select Settings ...
Email Template Default Settings
In this section, you may select your preferred Email Templates for initial results, new or changed results, and zero-match results. You can modify saved email notification templates from this page as well. Select Settings from the Settings and ...
Default Listing Report Settings
In this section, you can select a Default Listing Report view for each property type that you search. Select Settings from the Settings and Sign-Out menu on the upper right hand corner of the navigation menu bar. Click the Search & report defaults ...
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 ...
Default Report Footer Settings
This page lets you choose what information will be displayed at the bottom of a listing report. Select Settings from the Settings and Sign-Out menu in the upper right hand corner of the navigation menu bar. Click the Search & report defaults link ...