Streamline the process of completing frequently run searches by creating saved searches. Once saved, you can view the results with ease in Matrix. You have the option of creating a saved search in both Classic and New versions of Matrix.
To save a search in Classic:
1. Click Search on the main menu. Select a property type from the dropdown.
2. Enter or select any necessary criteria fields for the search from the Criteria or Map tab(s).
3. Click the Results tab at the top of the screen or in the action bar at the bottom.
4. Once results have populated, click Save.
(Note: You can also create a saved search within the results tab directly from Market Watch or Hot Sheets.)
5. Click New Saved Search
6. Enter a name for the search. You have the option of assigning a contact by selecting the dropdown or creating a contact to associate with this search. To add as a favorite search on Matrix dashboard, select the checkbox. Click Save.
To Save a search in New:
1. Click Search on the main menu and select Search (New) from the dropdown.
2.Enter or select any necessary criteria fields for your search
3. Once results or matches have populated, click Save.
4. Select New Saved Search from the dropdown menu.
5. Enter a name for the search. You may also associate a contact with this specific saved search by entering their name under contact. To add as a favorite search on the matrix dashboard, click on the toggle button.
6. Once all fields have been entered, click Save.
To Retrieve a saved search
1. Click on the main menu. Click My Saved Searches.