Adding a Person with Search Criteria
In this guide we'll go through how to add a client with a search on to the system. There is also a video guide on 'How to add a person with a search', which can be found by clicking the link.
There are a few different areas within Rezi that will allow you to register new clients details. The most commonly used is the global add button. From your home screen click the white Plus symbol that is in the red square, next to the search box in the top right of the screen.
Once clicked, select People, as soon in the image below:
Fill in all your required details. All fields marked with a * are required fields and must be filled in.
You will have the options for name and contact details in boxes. However, the address is a lookup field, so add a postcode and click 'Look Up' this will give you a list of addresses in that postcode.
In this section we need to fill out the users GDPR information. This will tell us, and the system, if the user is happy to receive correspondence from us. To do this click the drop down box under each form of correspondence.
There are 4 options to choose from:
1. Marketing Allowed - Means the user is happy to receive any correspondence from you.
2. Transactional Only (including mailouts) - This means only contact relating to what they have asked for. E.g. any paperwork regarding the house they are buying. Or emails regarding properties that fit their search criteria.
3. B ouncing - Is not one you would pick yourself but will be added by the system automatically if mailouts to the user fail to deliver with a bounce back warning.
4. Do Not Contact - this means do not use this form of contact.
The right hand side of the screen is used for the persons purpose for being on the software. You can categorise the person as buyer etc. from here.
You will also see a box for 'Motivation'. This is a grab line for you! It will help remind you of the person when looking at a 'John Smith' in a list of 50 people. For example, you could see 'John Smith - Looking for a 2 bed flat in the city centre' This info is far more useful than just plain 'John Smith'.
The grade and source are required fields that must be filled out to complete the registration. However, if you find that you need to make changes to the list in the drop downs. Please see our guide on 'Settings & Preferences' to learn how to edit these lists.
You must have admin rights or be an administrator for the account to be able to change these lists.
Once you have added all required information, click on Search Criteria Tab
Now that this tab has opened you can see multiple option to choose from. The left hand column will have the budget for the person and whether they are looking for a sale property or to rent a property. You can also add the minimum number of bedrooms, receptions and bathrooms they require.
Don't forget you can add multiple searches for a person on the system. Simply add one search criteria and click add, then fill the form in again repeat the process. This can be used for people with multiple budgets.
The middle column will deal with the property features that the person is looking for. This could be anything from property type to double garage. Simply type the required property type in the box and select the correct one. You can select multiple options. You can use the buttons to select all house types in one go. So instead of clicking, detached house....semi-detached hour. You can select all houses and every house type will be included, Same with bungalows and flats etc.
There is also a section for what a person is NOT looking for. If they don't want a top floor flat due to a disability, then you can exclude these property types from their search.
The right hand column will deal with locations the person is looking to buy or rent in. You can use the box to search a location that you cover and select multiple. You can add ad-hoc areas and that is covered in the 'Setting & Preferences' guide. You can also select where the client DOESN'T want to live. This will completed remove these areas from this persons match, so if a property does match the rest of the criteria it won't show as it's the area they do not want to live in.
Once your selections have been made, click Add Search. You can add more than one search on for a person which can be different to the original e.g. one for sales and one lettings for example.
Once the address and all other details are filled in, you can click the add client button. This will present you with one final screen to confirm all your details, it is on this screen where you can add a partner for an individual or a group.
Once confirmed the new client will be added to the system.
Once the address and all other details are filled in, you can click the add client button. This will present you with one final screen to confirm all your details, it is on this screen where you can add a partner and also add search criteria for an individual or a group.
Remember that you can add more than 2 people to a card. So for example, there could be multiple people managing a deceased's estate, you can add as many people on to this card as you'd like. You can to drag the primary contact to the top of the list.Once confirmed the new client will be added to the system.
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