Coming 6/1/17: Flexmls Web – Lookup Contacts when Saving Searches

May 19, 2017  |  Katelyn Renner

On June 1, you will be able to search for existing contacts when saving a search. This will make selecting a contact easier by eliminating the need to scroll through a long list in order to find specific contacts.

The lookup bar will appear when you save a search and select the option for Existing Contacts. Use the lookup to find contacts.

If you click in the contact search bar without typing, a list of all of your contacts will appear and you can scroll through to find and select specific contacts.

Start typing a contact’s name into the search bar to search for a specific contact. Click the contact to select them as a recipient.

If you would like to remove a recipient, click the X next to the email address you’d like to remove.

If a contact has multiple email addresses, only the contact’s primary email address will appear in the search results. This is because the search is being saved to the Contact’s record in Flexmls not to a specific email address. If you choose to Save and Add Subscription, the subscription will be sent to all email addresses that are set to receive notifications for the selected contact.