Saving a Search

Saving a Search

With Matrix you can save searches for clients whose needs are so specific that you are unlikely to find property matches quickly. When the search has been saved, you can call it up again and again until you find just the right home for your buyer. You can also save searches to make your job easier in other areas such as farming. 

To save a search:

1. Build the search using the criteria of your choice.

2. Click Save on the button bar.


3. Click New Saved Search. The Save a New Search window opens.


4. In the Search name field, type a name for the search.  (Required)

5. If you want to associate this search with a specific contact, click the drop down arrow in the Contact Field. A list of contacts opens. (Optional)


6. Click the check box if you want to mark this search as a Favorite. It appears on the Agent Dashboard in the Favorite searches widget. (optional)

7. Click Save.


    • Related Articles

    • Advanced Search Tips

      Using Commas Any field you can type into, a comma can be used to denote multiple valid selections. For example, if your client is interested in properties located in Roswell AND Sandy Springs simply enter both in the City field separated by a comma. ...

    • Customizing Search Results

      Seeing only the information you need on a Search Results screen can save you hours of time and make your job much easier! If the information on Matrix default Results screen would be easier for you to read if presented in a different order, you can ...

    • Working With a Saved Search

      Using Classic Mode You can modify any saved search. 1. Click on My Matrix. 2. Select Saved Searches. The Saved Search window opens. Searches that have the word “imported” in front of the name are searches that were brought over from Fusion. Searches ...

    • Modifying a Saved Search

      You can modify any saved search. 1. Click on My Matrix. 2. Select Saved Searches. The Saved Search window opens. Searches that have the word “imported” in front of the name are searches that were brought over from Fusion. Searches that have been ...

    • Performing a Map Search

      On the Matrix home page, click on the Search tab and select the property type. Once you are on the search page, input your search criteria (excluding a County, City or Zip) then click on the Map tab or the Map Search link. Click and hold on the map ...