Contact Summary

 

The Contact Summary screen provides a wealth of vital information in a “one-stop shopping” format. In this screen, you can verify information such as Contact e-mail addresses, searches saved to a Contact, last date and time a Contact search was updated. To access this screen, open the FlexMLS Contacts menu, and then click Contact Summary.


Contact Summary Screen

The information you will find on this screen is described below.

  • Display name – Display name given to Contact. You can click the Display Name to go to the Edit Contact screen.
  • Name – The Contact name. This is what you enter in the First, Middle, and Last Name fields.
  • E-mail – The e-mail address(es) saved to your Contact’s file. The primary e-mail address is the first one listed. You can click the address to launch your local e-mail client.
  • Sent E-mail Manual – the number of e-mails that you manually sent to the Contact.
  • Sent E-mail Viewed – the number of manual e-mails from which the Contact clicked links.
  • Saved Search – The Saved Search tied to the Contact.  You can click the Saved Search to go to the Search Results screen to view all results of that search.
  • New Matches Between – Shows the last time new matches were updated for the Contact.
  • Matches – You can click the number in New or All to display the matches in the Search Results screen.
    • New – Shows how many new matches were found for the Contact between the last update time listed.
    • All – Shows the total number of matches that currently meet the search criteria.
  • Magnifying Glass – Click the magnifying glass to view new Matches for the Contact from the last update.  This is a “soft update” and will not affect your subscription schedule.
  • Manual Update – Click on Update to update the Contact and go to the Search Results.
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