Adding Favorites or Saved Searches for Users

Web Agent · 02-16-2008, 09:58 AM

Does V 2.0 have any way for me to add a favorite or saved search for one of my users? This feature was in V 1.0.

Aaron · 02-16-2008, 10:59 AM

HI Eddy,

That must have been a custom feature for you in Version 1. I don't remeber us adding the ability for the admin to add favorites listings to users. Adding Saved searches I know we did.

I've sent this post over to the V2 developers who will be back in Monday and provide you with answers.

Thank you,

webmaster · 02-16-2008, 03:14 PM

There was never the featured to "add favorites" to a customers account in version 1.0 - if you had that, it would have been custom. Saved searches should be in there, I will address it with Steven Monday as well.

Web Agent · 02-24-2008, 11:50 AM

Quote:

Originally Posted by webmaster

There was never the featured to "add favorites" to a customers account in version 1.0 - if you had that, it would have been custom. Saved searches should be in there, I will address it with Steven Monday as well.

Morgan, any update on this?

Web Agent · 03-10-2008, 05:11 AM

Quote:

Originally Posted by webmaster

There was never the featured to "add favorites" to a customers account in version 1.0 - if you had that, it would have been custom. Saved searches should be in there, I will address it with Steven Monday as well.

Morgan, would you please update me on this. This is an important feature that needs to be back in the lead management module.

Calum · 04-03-2008, 11:01 AM

Morgan,

I'm interested in this too. I'm not too concerned about adding favorites, but I thought when we spoke there was a way for us to set-up a lead with an automated home search?

webmaster · 04-03-2008, 02:28 PM

Hey Calum, this is actually a feature available to be built in (For custom IDX users only) - it is not setup standard in CMS 2 as not everyone has an IDX - but Eddy now has this featured (Adding saved searches / automated emails) - I will make sure yours had this as well.

To add a saved search to a customer profile - cick on their name in the lead manager adn then click "Searches" tab.

There will be the text
Add Search (This is the link you click)
This lead currently has no saved searches.

Calum · 04-03-2008, 02:48 PM

Thanks Morgan, I don't see the link so if you could have someone check it out and add it for me, that would be fantastic!

webmaster · 04-03-2008, 03:31 PM

You got it bud

Portland Real Estate · 04-05-2008, 11:22 PM

I was just wondering how to do this. It looks like I don't have this feature setup, can you please add it to my backend as well.

Thanks.

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