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Creating a Customer Search

If you have not created a Customer Record yet, please refer to Adding a Customer to OLR.

In order to add a search to your customer's record, first navigate to:

My Customers > View Customers.

Find Customer you want to work with and click on Add Search Icon (plus sign on the right-hand side next to the edit icon)

Name the search, select Nightly Alert option(s) if applicable, define Address Display, Borough and Type of Search. Click Proceed to Search Page.

Outline search parameters with the minimum input of price and location. Click Save Search. 

You will be redirected to Customer Portfolio "Search" section that displays all saved searches for this customer. You can access all customer search options from this page. 

To Quickly manage customer's searches, click on the Expand Search icon from My Customers > View Customers page. Expand icon looks like the Plus sign on the left hand side of customer's name. 

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