New Client Insights: View their unsaved search and search criteria

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As of March 9, you can now view the most recent unsaved search and search criteria that a contact creates in their portal (when they use the full-website portal). This functionality will provide you with additional insight to the kinds of searches your contacts are creating in their portals even when they do not save the search. Additionally, Flexmls IDX users will be able to see the criteria for saved searches that their contacts have created.

Most Recent Unsaved Search
If you have enabled the new portal, your contacts have the ability to use the Filter option to set their own search criteria (as allowed by your MLS).

Even though your contacts cannot save the searches they run (unless you are a Flexmls IDX subscriber), you can view their most recent search criteria and results in Flexmls by going to Contact Management, selecting a contact, and clicking on their Portal tab. Scroll to the Most Recent Unsaved Search section.

Under the Most Recent Unsaved Search section, click View search parameters to view search criteria for the most recent unsaved search that they ran in the portal.

From the Portal tab in Contact Management, click the Most Recent Unsaved Search link to view the results of their most recent unsaved search.

When viewing the results, you will be working on behalf of the contact while starting in the Most Recent Unsaved Search. Note, when working on behalf of a contact, the Most Recent Unsaved Search option will be available when the contact has previously run unsaved searches in their portal. Clicking the search displays the search results for their most recent, unsaved search.

Flexmls IDX – View Search Criteria for Contact Created Searches
In addition to the functionality noted above, Flexmls IDX subscribers will be able to view the search criteria for searches that their contacts save in their portals. From the Portal tab in Contact Management, click the More option next to a search in the Portal Saved Searches section (these are contact-created searches).

Click View search parameters to view the search criteria.