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The Enquiries Matching Filter

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To change the way that Jade excludes properties from Enquiries matching:

From the Administration menu, select  Enquiries Options > Enquiries matching tab

 

The blue words are the elements that you can change.
Select the first word and choose the first part of your condition from the menu.
Select the second phrase and choose the most appropriate option from the list.
Close the window.

 

Notes:

When Jade matches Enquiries to Properties, it first filters out any properties that should never be included.  For example, you will probably never want properties that are 'Off Market' to be included - even if they do match a customer's preferences. You decide what properties should be blocked, by editing the Enquiries matching filter.

 

The Default filter (before you change it) is as follows:

1.Promote is True
2.Status is For Sale

 

This means that only properties that are 'For Sale' and have the 'Promote' checkbox selected will be used in matching.

 

Example of a customized Enquiries matching filter:

1.Promote is True
2.Status is any of these For Sale, Sale Agreed, Sold

 

In this example, only properties that have the 'Promote' checkbox selected and that are For Sale, Sale Agreed or Sold will be used in matching.

What is a filter?

 

 


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