In the Customer register, you can search for search alerts and filter customers based on the criteria in their search alerts. This can be useful, for example, before a valuation visit or after adding a new listing, to check whether the listing matches the needs of any existing customers.
Open the filters by selecting Find search alerts in the customer register.
When searching for search alerts, you can decide how strictly the criteria are applied when filtering. Keep in mind that the more—and the more specific—filters you use, the narrower the results will be, which may reduce the number of potential buyers or tenants.
The search criteria for finding search alerts are the same as when creating a search alert. In addition, you can specify the search alert’s Added date and when it was Last updated.
Once you’ve selected the filters you want, the Use button shows (in parentheses) how many customers’ search alerts match the selected criteria. Clicking Use will display those customers in the customer register whose search alerts meet the selected criteria.
Note: The number includes search alerts from the entire group’s customer register. However, depending on your access rights, the number of customers shown after filtering may be lower. If you don’t have permission to view certain customers, they won’t appear in the results even if they match the filters.
Please note that the Find search alerts filters remain active even if you temporarily leave the customer register. When you no longer need the filters, you can turn them off by selecting Find search alerts and clicking Clear filters.