Sunday, September 4, 2011

OMS: universal search enhancements, now also search contacts

We’ve enhanced the new universal search with new features. You can now search property or contact records.  By adding contacts to the search you are now able to quickly find contacts without having to go to the contacts module first.

PROPERTIES

Search property reference number, loan account number, street name or complex name. This searches all your property listings and also office listings if you have rights. It will search all property statuses including for sale, rentals, auction, expired and inactive.

CONTACTS

Search first name, last name, email address, mobile number, home number or office number. This searches all your contacts including buyers, sellers, referrals etc. It will also search all office contacts if you have rights. It will also search all property transactions where you were linked as an agent e.g. if you were the listing agent on a home that was since sold, you can search on the seller name at that time, and it will find the person.

Simply enter the search phrase (or part of it, at least 3 characters), and click the properties (A) or contacts (B) search links. The system will scan all your contacts and properties for matching keywords and display the results under the search box (C).

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There is also a little help tip popping up when you hover your mouse over the search field, to remind you what you can search on.

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