Advanced Client List Search

Earlier this year, the Client Search page was redesigned. The two search modes, Basic and Advanced, now share the same basic user interface so new users can get up to speed more quickly. There is also a general address search which makes it easy to search for a client by any part of their address, including the street address, city, state, and zip code.

Additionally, the Advanced Search now supports searching in multiple categories at a time. You can select several categories and show a list of clients that are in any of those categories. Or, by selecting “Show only clients in all of the selected categories”, you can narrow your search results to only those that are in each of the selected categories.

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Date Met and Date Added to Wise Agent

We’ve added even more ways to track your clients. Now you can search for your clients by the Date Met and the Date Added to Wise Agent. The Date Met can be added on the Client Edit page just under the Home Sale Anniversary. The Date Added to Wise Agent will automatically be captured when you enter your client into your Wise Agent account. You can search your client list by Date Added or Date Met by clicking on Advanced Search.

Primary Phone Number

You now have the option to choose which number you want to be the Primary phone number for each client and their spouse. By doing this you will see their Primary number show up on the client list instead of it defaulting to their home number. Now when you pull lists or search for a client you will have their primary number come up for you to use. To set a primary number for your clients just go to the client edit page and click on the green checkmark next to their primary number. The number with the green checkmark represents the one that is set as the primary number.