Use the SEARCH option to search through listings and create a LIST of records, which meet your selection requirements.
To enter the SEARCH area, click on the SEARCH link located in the menu along the left of your screen. The following SEARCH PROPERTIES screen will appear:
Select your search criteria from the items in
the column on the left by clicking on the item with your mouse. Scroll down the
list to see more Search Items.
Depending on the search item you select, a list of valid
options will appear in the middle column on the screen. A numeric choice such as
PRICE or BEDS will present you with a FROM and TO box. Some search fields
require multiple response choices. For
example the VIEW field may have options such as Bay View, Ocean View, Golf
Course View, and so on. Whenever
you select an option from the Search Items list, the possible responses are
displayed in the “Select From” area in the top middle portion of the screen.
You can then make your selections and click “OK” to accept them.
Your selected criteria will appear under the “Selected Items” list on
the right hand side of your screen.
NOTE: Whenever you select a NUMERIC field such as BEDS or PRICE you will be presented with a FROM and TO box. To enter something like ‘3 OR MORE’, type the 3 in the FROM box followed by a ‘+’ sign. At any time you can also enter a ‘-’ minus sign to quickly move from the FROM to the TO box, or you can use your TAB key or mouse. Note that you can click on the word ‘TO’ between the FROM and TO boxes. By clicking on this repeatedly you cycle between ‘TO’, ‘OR MORE’ and ‘OR LESS’.
NOTE: The right hand column on the screen shows “Selected Items” for your current search selection. To quickly recall any one of the items to make any changes just double click this item in the list.
The system will always present the MOST RECENT search that was entered. To CLEAR this SEARCH and start fresh, click on “Clear All”.
Use your mouse to select a line from the “Selected Items” list and then click “Erase Line” to remove it from the list.
At any time you can recall a previously saved search or save the current Search. Click on SAVED SEARCHES at the lower left corner of the screen.
To save a new search: Click on Save and enter a file name.
To recall a previously saved search: Highlight the name and click on Open.
To delete a search: Highlight the name and click on Delete.
This allows you to view how many listings meet the criteria currently in your selected items. The number will show under the Selected Box on the bottom right hand side and will change as you add/subtract more criteria.
Once you have entered your search requirements you are ready to proceed with the SEARCH. Simply click the “SEARCH” button.
Use this to save
your search criteria for a client and have the system automatically match these
against any new listings in the MLS each time you login to the program.
Add Ne
This option allows
you to add a client name and save the defined criteria for that client.
Enter the search criteria on the Search screen in the Selected Column on
the right. Click on the Prospects
button in the lower left then Add New. The
following screen allows you to enter the name of the client.
Update
If the criteria
for a client has changed, this option allows you to replace previously saved
criteria with the new criteria. Choose
the new search criteria on the Search screen.
Click on Prospects then highlight the client and select Update.
This allows you to delete the client and the saved search criteria. Highlight the client and select Delete.
NOTE: For more information, see the chapter on “Prospects”.