Introduction

The Searches tab on the Contact Detail Page is divided into four sections: Properties, Preference Profiles, Viewings, and Offers. This article explains each section in detail.

To access the Searches tab, navigate to : CRM → Contacts → Contact Detail Page → Searches

Summary

• Properties

• Preference Profiles

• Viewings

• Offers

Properties

Preference Profiles

The Preference Profiles section displays the Buyer/Tenant Profile units associated with the contact. Each preference profile includes the following information:

 Title line

• The location field in preference profile 

• Last Update Time

• Edit – Opens the Edit Profile page

• More Actions (⋯) 

  • Delete

    • Confirmation is needed before deleting.

    • The primary profile cannot be deleted.

    • Deleting a profile also removes the corresponding Property Alert from the Contact Automations Tab.

  • Set as Primary Profile

    • Only appears in non-primary preference profiles' ... Actions.

• Alert status – Displayed as a toggle

  • Switching the toggle from off to on opens the Alert Settings dialog

    

    • Selecting Confirm to turn on property alert and sync the alert settings with Automation → Alerts

      • Enabled alert shows settings cog wheel and frequency.

      • The Buyer/Tenant Profile and Property Alert fields are synchronised in both directions

        

  • Switching from on to off removes the alert

    

Property Criteria

This part shows criteria you've entered when adding preference profile, such as location, price, bedrooms, bathrooms and features:

For details on how to add and edit a preference profile, please refer to: Add a Preference Profile.

Auto Preference Profile

Auto-Generated Preference Profiles are created based on the system-recommended search criteria. These profiles follow the same structure as general Preference Profiles, with the exception that manual actions and Property Alert configurations are hidden.

Viewings

The Viewings section displays all viewings associated with the contact.

Logging a Viewing

Select Log a Viewing in the top-right corner to open the logging dialog. This works in the same way as Log Viewing in the Contact Overview Tab.

Viewings Overview

Viewings are displayed based on their current status: Pending, Upcoming, Completed, or Cancelled.

All viewing statuses display the following information:

Additionally, there's feedback content for completed viewings.

Available Actions by Status

• Pending

  • If the viewing requires your approval, Approve and Reject options are available

  • If approval is not required, no actions are shown

• Upcoming

  • Select More (⋯) to access:

    • View details

    • Mark as completed

    • Cancel

    • Reschedule

• Cancelled

  • No actions are available

• Completed

  • If feedback has been provided, the feedback content is displayed

  • If no feedback is available, a Add Feedback option is available