MaryAnn’s Computer Corner Customizing MLXchange Search Templates
Customizing MLXchange to fit your MLS needs is an easy way to save time and use MLXchange more efficiently and effectively. Customizing your Search Templates - A Search Template is a group of visible fields that you use to enter search criteria. Simple search templates expose only a few basic fields for entering criteria, while the most complex template would make every possible MLS field available. MLXchange has a number of default search templates you can copy and customize to suit your specific needs, or you can create a new search template from scratch. Quickly Adding fields to the existing search templates: 1. Click the Search tab at the top of the page or click Search for a Listing from the Home page. 2. Use the Add more search criteria tab (bottom left corner of the page, under the existing list of fields) to quickly add more search fields without having to create or edit a search template. If you do not save the fields just added, they will NOT remain the next time you access that default template. 3. To save these fields go to the Action menu, select Save Search and click the arrow button. Name the search, link it to a client and click OK. Those fields will only be saved in that search. To customize an existing Search Template(s): 1. Click the Search tab at the top of the page or click Search for a Listing from the Home page. 2. Select Template Manager from the Action menu and click the arrow button. 3. Select the Search Type 4. Select one of the Available Search Templates, and click the copy button. 5. In the Template Name box enter in a template name. 6. If you have an Office personnel access level, you may choose to create Search Templates for all the agents in your office by selecting this option. 7. Review the Selected search fields list and remove those fields you do not want in this search template by clicking on the undesirable field and then on the arrow pointing left. 8. Select the field names you want in this search template from the Available search fields list by clicking on the desired field and then on the Arrow pointing right. 9. Change the positions of the fields by using the up/down arrows 10. To save the modified template, click the Finish button. 11. Click the Done button to return to the Search screen. Your customized Search Template will now appear in the Search Template list on the Search Criteria page. 12. Within your customized Search Template you can further customize the Advanced Search Option fields (minimum, maximum, between, etc.) and the field values (drop-down lists, calendars or type in). When complete, save the values by choosing Save Template from the Action menu. To make a new Search Template from scratch: 1. Select Template Manager from the Action menu and click the arrow button. 2. Select the Search Type 3. Click the New button 4. Enter a Template Name. 5. Select the fields that you want to appear in the search template. 6. Change the positions of the fields by using the up/down arrows. 7. Click the Finish button when you are satisfied with your list of fields. 8. Click the Done button to return to the Search screen. Your new template will now appear in the Search Template list on the Search Criteria page and can be used any time you want. OR, follow the instructions below to set a Search Template as your default. Set a Customized Search Template as the Default: After creating your own personalized Search Templates, you can set the most frequently used one as the default in each property type in MLXchange by going to Settings, Personalize, Personal Defaults. Select the Property Type and under Personal Selections, Saved Search, choose your customized Search Template from the drop down list. Click the Apply button and then continue with the next property type.