Contacts page
Help Topic 1110
The Contacts page lists the contacts you have saved along with information such as first phone number, group, date when item emailed was last viewed, and whether  Saved Searches are attached. Links are available for a contact's Auto Client Matches and sent email.
Help Topic 1110
A Saved Search that runs automatically, is attached to a contact, and is set up to automatically email a contact with a link to daily listings. Only active statuses can be included in Auto Client Matches. Auto Client Matches can be emailed to clients. The following icons may appear on the Saved Searches page:
Help Topic 1110
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The exclamation point icon indicates an ACM did not run the last time because:
- Required search criteria is missing.
- Criteria used is too broad and the search has timed out. Your search criteria needs to narrowed down.
To find out the reason your search did not run, hover over the icon. This icon also serves as a warning that your ACM is going to be suspended if it is not edited.
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The stop sign icon indicates that an ACM has been suspended.
Learn how to reactivate a suspended ACM
Help Topic 1110
- Click the MLS tab.
- Hover over Saved Items and click Searches.
- Find the ACM you want to reactivate.
- From the Auto Client Match drop down menu, click Edit Settings.
- Click Go.
(The Save As pop-up window will appear.)
- Click Next and continue clicking it until the Edit-Auto Client Match Settings page appears. (As you navigate through the pages, verify all of the information is correct.)
- From the Auto Client Match drop down menu select No.
- Click Finish.
- You will be returned to the Saved Searches page.
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Help Topic 1110
A member-defined search which includes a name, fields, and criteria. A Saved Search can be attached to one contact and set to run automatically.
When saving this information, remember saved search name and contact name appear on client reports and in the e-mail subject line.
TREND has implemented limits on the number of Auto Searches, Auto Client Matches and Saved Searches to better manage the resources needed to generate the notices and the amount of e-mail generated each night.
- Auto Client Matches are run nightly at approximately 8:00pm. This process runs once daily, and any new matches will not appear until the search is run again the next day.
- Auto Searches are run every morning at approximately 2:00am. This process runs once daily, any new matches will not appear until the search is run again the next day.
If for some reason a search does not run, you will see a system status update on the homepage that says "MLS Auto Search Jobs" with a red light next to it. This means that no search was run, we are aware of it and we are working on resolving the issue.
A Saved Search that is set to run automatically becomes either a Auto Search or Auto Client Matches, depending on how it is set up.
Help Topic 1110
A Saved Search that runs automatically, is attached to a contact, and is set up to automatically email a contact with a link to daily listings. Only active statuses can be included in Auto Client Matches. Auto Client Matches can be emailed to clients. The following icons may appear on the Saved Searches page:
Help Topic 1110
|
The exclamation point icon indicates an ACM did not run the last time because:
- Required search criteria is missing.
- Criteria used is too broad and the search has timed out. Your search criteria needs to narrowed down.
To find out the reason your search did not run, hover over the icon. This icon also serves as a warning that your ACM is going to be suspended if it is not edited.
|
|
The stop sign icon indicates that an ACM has been suspended.
Learn how to reactivate a suspended ACM
Help Topic 1110
- Click the MLS tab.
- Hover over Saved Items and click Searches.
- Find the ACM you want to reactivate.
- From the Auto Client Match drop down menu, click Edit Settings.
- Click Go.
(The Save As pop-up window will appear.)
- Click Next and continue clicking it until the Edit-Auto Client Match Settings page appears. (As you navigate through the pages, verify all of the information is correct.)
- From the Auto Client Match drop down menu select No.
- Click Finish.
- You will be returned to the Saved Searches page.
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Help Topic 1110
A Saved Search that has the potential to run automatically every day as part of a job. An Auto Search can be set up to send email to a member, can be attached to a contact, and can include all statuses. An Auto Search is not emailed to clients.
On this page, you can add new contacts, suspend all Auto Searches, send email without items, export contacts, set preferences, add or edit groups, edit contact information, and add notes.
On the right side of the page, in the Show drop-down, you can select to show all contacts or contacts by group. The default is All. If you have no groups setup, No Groups appears as a selection option.
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