CONTACTS + EMAILS

CONTACTS

1. Under Menu bar

   • Under the “Contacts” section

   • select “Contact Management”

2. On this page, you may select “Add Contact” in the upper right-hand corner of the page

3. Fill out applied fields with contact sources and notes

4. Click “Add Contact” to finalize their profile

   1. You may edit your contact’s page later in the “Contact Management” menu

   2. Click the contact’s name you’d like to edit, select “Edit Contact” to make adjustments to their profile

E-MAIL

1. Start on a results page you would like to email

2. Click “E-Mail” on the upper right-hand corner of the page

3. Select the information to include, select recipients, compose the message, and click the “E-Mail” button.

   • If you are emailing the printer-friendly version, click “Send Page”

Edit your email templates

Please use the following guide on altering your email template since written instructions might not be the easiest to understand.

EMAIL SUBSCRIPTIONS

1. Under Menu bar

   • Under the “Search” section

   • select “Saved Searches”

2. Click “Add a Subscription”

3. Click “Edit Subscription”

4. On the “Contact Management” page, select the contact you are setting up the subscription for

   or:

   1. Click on the “Searches/Subscriptions” tab

   2. Add a saved search to the contact, then click

   3. “Add a Subscription” to open the Edit Subscription page

From the Subscriptions page:

1. Click “New”

2. Select a saved search and click “OK”

3. Enter the required information

   • Including the contact, scheduling, and content of the email message

4. Click “Save”

   • To edit this subscription later, click “Subscriptions” under Contacts on the menu

PROBLEMS SENDING AN E-MAIL?

In order to send email from the FlexMLS system, a primary email address must be specified in your profile. 

1. Under Menu bar

2. Under the “Preferences” section

   • select “My Profile”

   • Click “My E-Mail Addresses”

3. Click the “New” button to enter a new email address.

   1. If the email address has already been entered, select it and click the “Edit” button

   2. Make sure that “Is this your primary e-mail address?” is set to “Yes” and

   3. Click “Next” to save.

      If you are unable to change your email address, contact your MLS.