Create Auto Client Matches

Help Topic 906

1. On the Listings, MLS Number, or Street Search page, after you have entered search criteria, click Save As.
2. Click New search and enter a name.

   (If you enter a name that already exists, an error message appears. You must re-enter a new name.)

3. Click Next.
4. Determine if you want to attach the Saved Search to a contact. Do one of the following:

   Help Topic 906

   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 906

   Creating an Auto Client Match (ACM) Running Time: 2:00

   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 906

   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 906 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.

   Help Topic 906

   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.

   • Click No Contact to not attach a contract.
   • Click Attach to a Contact or Add a New Contact, and then click a contact in the list to attach.
5. Click Next.
6. On the Auto Search page, because you want this Saved Search to run automatically as Auto Client Matches, click Yes.

   Help Topic 906

   Creating an Auto Client Match (ACM) Running Time: 2:00

   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 906

   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 906 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.

7. Click Next.
8. On the Auto Client Matches page, at the Do you want to save the search as an Auto Client Matches? prompt, click Yes.
9. Click Next.
10. On the first Auto Client E-mail Settings page, follow the page instructions to determine e-mail recipients and other email options.
11. Click Next.
12. On the second Auto Client E-mail Settings page, follow the page instructions to determine what to say in the email.
13. Click Next.
14. On the third Auto Client E-mail Settings page, follow the page instructions to determine what to include in the email.
15. Click Next.
16. Click Finish.