Search Alert Matches

General

When you create a search alert for a customer, the system will automatically start looking for matching hits. Right after saving the search alert, you’ll see whether there are already results for it. Going forward, whenever a new listing is added, the system checks whether it matches the criteria of any existing search alerts and notifies you of any hits.

Search alert hits are shown in Linear:

• In the customer register when you’re using the Compact view.
• On the customer card, where you can edit customer details and add or edit search alerts.
• In the listing list when you’re using the Card or Compact view.
• On the listing card under the Transaction / Tenants tab, in the Buyer and Potential tenants sections.

In addition, Linear automatically sends an email to the listing agent about new search alert hits created for that listing. If the same listing matches the search alerts of multiple people, all hits are combined into a single notification.

If you want, you can turn off email notifications:
User settings → General tab → Email notifications for search alert hits (uncheck).

Notes about search alert hits:

• Permissions: You’ll only see search alert hits for customers you have access to. In other words, you can’t view hits for your colleagues’ customers if those customers are not visible in your own customer register.
• Matching criteria: At the moment, search alert hits are shown only when all criteria in the search alert are met. For example, if you’ve defined five conditions for the search alert, the listing must match all of them for a hit to be created.
  → Improvements are planned for the future so you’ll also be able to see hits even when not all criteria are met.
• Listing status: The system only creates search alert hits for active listings. Listings with a status such as Sold, Rented or Reserved do not generate search alert hits.

Search alerts and hits in the customer register

In the customer register, you can already see key search alert information at a glance:

1. Use the Compact view to see information related to search alert hits.
2. If the customer’s name indicates that they have search alert hits, you can click the hit icon. This opens a window showing which listings the hits relate to. Click the listing address to go directly to the listing details.
3. If there is nothing shown after the customer’s name, the customer doesn’t have an active search alert. If needed, you can create a new search alert for the customer.
4. If it says “0 search alert hits” after the customer’s name, a search alert has been created for the customer, but no hits have been found yet.

Search alert hits on the customer card

On the customer card, you can not only create and edit search alerts, but also see whether there are any hits for them.

You can click the hit icon to open a window showing the listings that match the search criteria.

• Click the listing address to open the listing details.

• Click the address row (next to the address, not on the address itself), and a panel will open showing which of the customer’s search criteria match the listing.

Search alert matches in the listing list

Listing search alert matches are shown in the listing list on the Listings page.

1. Use the Card or Compact view to see information related to search alert matches.
2. Next to the listing address, you can see how many customers’ search alerts this listing would match. By clicking the match icon, you’ll see a list of customers whose search criteria the listing meets. In the window that opens, you can go to the customer card by clicking the customer’s name, or open more details about the customer’s search criteria and view the customer’s point of contact by clicking next to the name on the same row.

Search alert matches on the listing card

On the listing card, on the Transaction tab, you’ll see whether the listing has any search alert matches in the Potential buyers section. Similarly, for rental listings, search alert matches are shown on the Tenants tab in the Potential tenants section.

Click the Inspect button to view more details related to the search alert matches.

After opening the search alert matches:

• you can choose whether matches are shown by created date from newest to oldest (the New view) or ordered by how many criteria they match (the Osuvimmat view).
• hover over the customer’s name to see their contact details. Click the name to go to the customer card.

• you can see how many of the customer’s search alert criteria the listing meets. For example, one search alert might have seven criteria met, while another has six. The more criteria are met, the more relevant the match is.
  
  NOTE: Currently, search alert matches are shown only when all search alert criteria are met (e.g. 7/7). In the future, the feature will also support viewing partial matches—for example, when a listing meets 6/7 criteria.

• the date shows when the search alert was created or last edited.

• by clicking Add buyer, you can add the customer as a potential buyer or tenant for the listing.