Tired of adding the same field every time you start a new search? This video will show you how to create a custom search template that includes all of your most frequently used fields.
In this video, we’ll look at how to permanently add a field to your QuickSearch template. For example, let’s say that I frequently search for sold listings, but some of the fields that I use are not on the default template. How can I put these fields on the template and keep them there permanently? Here, I’ve selected my default residential template. In order to run the search the way I’d like, I want to include some closing information. I’ll go down to add a field to the search and find the fields that I’d like to include. Now I can select the specific fields that I would like to appear, or in this case, I’ll click on the group header and add the entire closing information group to my search template. If I’d like that closing information group to always appear so I don’t have to add it every time I do a search, I need to save this default residential template as my own custom template. To do that, go to save and select save quick search template. You’ll need to give the template a new name. I’ll put a zero in front so it appears at the top of my template lists. Then select a view. The view is the columns of information that appear when you are on the List tab. Finally, click Save.
Now, whenever I use my custom template, the closing information group is already there. No need to add it.
