Accessing and working with Saved Searches in connectMLS

connectMLS makes it easy to access and interact with any searches you have saved. This includes saved Hotsheet searches and auto emails.

There are several places throughout the system that allow access to your saved searches.

When you first log into connectMLS and are on the home page, there is a Saved Searches widget that lets you access your saved searches. There is a separate tab for each type: Screening (concierge), Automatic and Manual:

If you would like to view/edit the search criteria, click on the name of the search (right above the client's name). That will open the search screen, at which point you can see the current criteria and edit it (if necessary).

After you've made your changes, click Save Search in the upper right:

When the Save Search window opens, click the Save Changes button in the upper right:

Note: if you click the Save New button, it will create a new saved search for the client with the adjusted search criteria (in addition to the original search you chose to modify)- it will not replace the existing saved search. If you want to replace the existing search with the new, adjusted criteria, make sure to click Save Changes.

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You can also access your saved searches (automatic, manual and Hotsheet) from the Prospecting Manager. There is a link to Prospecting Manager at the bottom of the Saved Searches widget. There is also an icon in the top right corner of all connectMLS screens that opens the Prospecting Manager.

Whichever way you access the Prospecting Manager, you will see the following screen:

Use the Saved Search Types drop down menu to choose between Automatic and Manual searches. (saved Hotsheet searches are included in the Manual saved search type):

This screen displays all the relevant information about the search, such as when it was last run, the number of new matches and when it expires. You can also re-run the search right from this screen (unless it is set to be a real-time search), edit the criteria (using the Edit column) or delete the search completely (by clicking the X on the far right).

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Saved searches are also available from the My Searches section on the right side of the search screen:

After you click Saved Searches, there are several options for you to work with your automatic and manual saved searches:

1. You can switch between a single line (List View) and more detailed (Card View) display of the searches.
   
   
2. Use the Filter field to pull up a specific client or search by name.
   
   
3. The Extend feature allows you to select one or more clients and extend the expiration date of their saved search.
   
   
4. Use the All drop-down menu to switch between Manual and Automatic searches. Saved Hotsheet searches are included in the Manual section.
   
   
5. The Sort drop down menu allows you to sort the list based on a handful of fields (client name, search name, last run date, etc.).

You can use the three icons on the right to interact with the saved search:

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You can also access and edit saved searches by clicking the My Clients icon in the upper right corner:

Click the name of the desired client to open their Dashboard, then go off to the right and click on the name of the search you want to edit:

That opens the search screen, at which point you can see the current criteria and make any necessary adjustments. After you've made your changes, click Save Search in the upper right:

When the Save Search window opens, click the Save Changes button in the upper right:

Note: if you click the Save New button, it will create a new saved search for the client with the adjusted search criteria (in addition to the original search you chose to modify)- it will not replace the existing saved search. If you want to replace the existing search with the new, adjusted criteria, make sure to click Save Changes.  

Related articles:

Create a saved search in connectMLS