How to Check your Portal Notifications

How to Check your Portal Notifications

Portal Notifications can be checked by accessing Portal Admin. You’ll see little red circles and numbers that indicate notifications. There is a bell in the top left that, when clicked, will show you all the notifications you have in chronological order. Clicking the “bell” button next to a contact’s name will open a page that lists all notifications for the selected contact.  Clicking the Notifications menu item in the navigation menu will open a page that lists all notifications for all contacts.
Portal Administration

Portal Administration

Each one of the rows on this table represents an individual Portal that you have created for the clients that you have stored in REsearch sorted by your client’s first name. Not all of your Contacts will have a Portal unless you make a Portal for all of them. From here you can See your client’s name Open the Portal to administer it. Copy the URL of the portal to share it with your client. Show the activity and history of that portal See when you created this portal See when your client’s last activity occurred See a summary of … Continued
Using REsearch6 Prospecting in Portal

Using REsearch6 Prospecting in Portal

REsearch’s prospecting works directly with the Client Portal.   If you have existing prospect searches or if you just created one, you may add that search to your Client’s Portal. Prospects Overview help guide Go to Prospects Locate the Client and search you would like to send to the Portal Click the Edit button Select “Add Collection to Portal” Enter a name for the collection. This is what will display for your client. Please be descriptive with the naming. Click here for an example of what your client will see within their Client Portal You may also notify your Client … Continued
How to Log In to Portal

How to Log In to Portal

Agents will log in to the Portal through REsearch.  Once Logged in, expand the “Contacts” section of your menu and click “Portal Admin”.     A new tab or window will open and Portal will log you in automatically.  You’ll then see the “Portal Administration” page where you can create new Portals, manage existing Portals, and see your Portal notifications.   Remember, once you log in to Portal it will remember that you are logged in even if you close your browser or open a new tab.  Be sure to log out when you are done.
Setting Up a New Portal

Setting Up a New Portal

Prerequisites: You must have an existing contact saved to REsearch This contact must have a first name, last name, and email address Step 1:  Log in to Portal   Step 2: Click “Create Portal” button Step 3: Choose your contact Step 4: Open the new Portal   Step 5: Add a Collection or Saved Search     Step 6: Share the Portal with your contact – Copy the link   Step 7: Send the link to your client via email or SMS or any other channel you feel appropriate
RESIX-1836: Photo page dropdown not working

RESIX-1836: Photo page dropdown not working

The dropdown on the photo screen that displays photos for a specific MLS number.  See screenshot below for example.  All functionality with the action menu at the bottom of the page works as expected.
How To Manage An Existing Portal

How To Manage An Existing Portal

Prerequisites: You need to have an existing Portal You have logged in to REsearch 6 Step 1: Go to Portal Admin   Step 2: Select an existing Portal   Step 3: Make your changes Be sure to click the “save” button when you are done.
Portal Limits

Portal Limits

Maximum number of Portals per contact: One Maximum number of Portals: 5,000 Maximum number of chat messages per listing per portal: 1,000 Maximum number of characters per message in chat: 1,000 Maximum number of Agent-created Collections or Saved Searches per Portal: 50 Maximum number of Client-created Saved Searches per Portal: 50    
How to Change your Default Portal Branding

How to Change your Default Portal Branding

Prerequisites You have already logged in to REsearch Step 1:  Go to Portal Admin Step 2: Click “Portal Preferences” Step3: Expand the section you want to edit   Step 4: Make your edits and click the “Save as Defaults” button Step 5: Check out your changes on a new Portal
Main Components of Portal

Main Components of Portal

Here is an overview of the main components of the Client Portal: REsearch 6 REsearch 6 is the main way that agents will access the Portal.  While not a part of the Portal codebase, it is the starting point for all Portal-related workflows. Portal Administration Page The Portal Administration page lists all existing portals and allows the agent to manage individual Portals, or manage the global Portal settings. Portal Home Page The Portal Home Page is the main page that you and your client will have in common. You will be able to customize your branding on this page, create … Continued
Create a New Portal from REsearch Search Results

Create a New Portal from REsearch Search Results

From Search Results In this scenario, the agent has met a new client and has not yet created the contact in REsearch 6.  The agent has already started a search based on an in-person discussion and is ready to send the Portal to this new contact. When the agent clicks the “Email Via Portal” option from the search results   Since this new contact does not yet exist in REsearch6, the agent clicks “Add New”   The agent fills in the form that becomes exposed after clicking the “Add New” button.     After clicking “Save” (#4 in the image … Continued
Changes To The Overall Layout

Changes To The Overall Layout

Here are the changes to the header: The header bar no longer contains the primary navigation the three-bar “hamburger” icon will allow you to hide or show the navigation bar to give you a more spacious work space Clicking your name in the header will expand the “account drawer” with shortcuts to account-specific activities Clicking the Logo will bring you to the dashboard Here are the changes to the primary navigation: Navigation has been moved from the header to the left side of the screen The navigation is hidden by default on small, mobile devices The navigation drop-downs can be … Continued
RESIX-1905: PRINTING and PDF – (CHROME) clicking links when print preview window is open

RESIX-1905: PRINTING and PDF – (CHROME) clicking links when print preview window is open

Chrome It seem because Chrome lets you navigate away from the print preview and back to the main page. when clicking on a link the system seems to freeze. Search and view MLS one liner Print page View preview but don’t cancel or print. Click back to main site page Click on an MLS or TMK number Poi pounder just sits frozen   ***Training issue While the print event is active all other browser activity does not work. There is no known solution from within REsearch, this is a browser issue/safeguard/feature.
The 4 Goals of REsearch 6

The 4 Goals of REsearch 6

1.  Improved UI and UX Modern User Interface and User eXperience   2.  Mobile Responsive Adapts to desktops, tablets, and smartphones   3.  Streamlined Input Form More intuitive, new Wizard Mode   4.  Better Performance Hardware, software, and network upgrades
RESIX-1153: Missing MLS info when using multiple formats

RESIX-1153: Missing MLS info when using multiple formats

This comes from a Beta Tester! Thanks for your feedback! 1.  Set up search to display “MLS ONE LINE” and “SUMMARY 2.  search with an MLS number 3.  observe missing MLS data, but summary data appears 4.  log out, log in and try again and it works.
RESIX-1926: MOBILE – iPhone Safari auto-reloads and kicks user out

RESIX-1926: MOBILE – iPhone Safari auto-reloads and kicks user out

Browsers on iOS devices sometimes reload pages automatically, and this can sometimes cause the user to be logged out. This is a common frustration with Safari on iOS (example), and may be less common on newer devices. Suggested workarounds include turning off “Background App Refresh” in Settings: To do this, go to Settings > General > Background App Refresh, and turn this feature ‘OFF’