Setting Preferences in Realist
The Preferences page provides options for configuring personal settings for Realist views. Reports, search options, email signature and map options are configured in this area.
Accessing Preferences
Click the Gear icon on the Realist toolbar. The Preferences page appears.
The Preferences page is divided into four sections:
- Search Options
- Report Preferences
- Email Signature
- Map Options
Setting Search Options
- Select the maximum number of properties to return from a search (up to 3,000).
- Choose to use or omit properties registered on the “Do Not Mail” list. The Do Not Mail flag is updated quarterly and identifies individuals who have registered with the Direct Marketing Association and other agencies to indicate that they do not wish to receive direct mail solicitations. When you choose to omit properties on the Do Not Mail list, mailing labels will automatically be suppressed for such properties and export files will automatically omit the owners mailing address.
- Choose to show or hide unmatched sale transactions. Unmatched sales are transactions on properties which are not fully reflected in the public records, typically arising from newly formed properties that are not yet individually assessed.
Setting Report Preferences
Report Preferences controls whether reports are dynamic or fixed formats. Choose dynamic reports to suppress all fields for which a property has no corresponding data to display; choose fixed to include all fields.
Comparables Report, Neighbors Report, Neighborhood Profile Report, & Assessor Maps each enable you to set your preferences to generate these individual reports.
Some Reports will have many preference options (as with the Comparable Report above). Others will have only a few, or perhaps only one! Read each screen carefully to make appropriate choices.
You can configure settings for the following reports:
Comparables Report | Will find properties that are similar to the property you are viewing. This is helpful for your listing and pricing research. |
Neighbors Report | Find all the neighbors within a specified radius of a property. |
Neighborhood Profile Report | Provides an in-depth look at the neighborhood of the property, including the people (population), the housing statistics, quality of life information, schools, and businesses of interest. |
Assessor Map | Displays the tax assessor map for the property location. (Only available for Internet Explorer) |
Creating an Email Signature
Use the Email Signature section to create a personal email signature that is added automatically to every email sent from Realist.
Click Email Signature in the Preferences area. Type email signature information in the box to the right. Click Save Changes to save the signature.
Setting Map Preferences
There is only one Map Option. You can choose whether to have parcel boundaries show on the map by default. Check or uncheck the box to display parcel boundaries on your Realist Map.
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