In this article:
You will learn how to open Saved Searches, sort and filter your saved searches, and manage sharing, alerts, templates, and deletion.
What a saved search includes
A saved search keeps your search setup in one place so you can reuse it anytime.
What it saves:
Your selected filters
Your sorting
Your search layout settings
Your alert settings (if enabled)
How you can use saved searches:
Reopen the same search setup without rebuilding it
Share a search with a client or internal audience
Turn on alerts for new matching listings
Set one search as your template for future searches
Open a saved search from Search
Open the Saved Searches dropdown to find and run an existing saved search.
Steps:
Go to Search
Click My Searches
In the pop-up, scroll the list or use the search bar to find a saved search
Click the saved search name
💡Filter the list by MLS, Office, Brokerage, or Client to view searches shared at each level.
Use the actions in the Saved Searches dropdown
Use the shortcut icons next to a saved search to manage it without opening the full settings.
Search Settings
Update sharing and permissions
Review and update search details
Duplicate Button
Make a copy of any of your Saved Searches
Open Contacts
Immediately open up your contact list
Sort saved searches to find what you need
Change the sort order in Saved Searches to surface the searches you use most.
Available sort options
Recently Created
Recently Updated
Recently Viewed
Alphabetical order
Manage sharing, permissions, and alerts in Search Settings
Open Search Settings to control who can access the search and whether alerts are active.
Open Search Settings
Open My Searches
Find the saved search you want to manage
Click Search Settings
Share a saved search
Choose a sharing level based on who should access the search.
In Search Settings, select a sharing option
Click Save
Sharing options
Client: Share with a specific contact.
Office: Share with users in your office.
Brokerage: Share with users across your brokerage.
MLS: Share with users across the MLS.
Sharing options can vary based on brokerage and MLS permissions.
Control whether clients can edit the search
In Search Settings, toggle Allow added contacts to see and edit this search
Click Save
If editing is enabled, client edits create a new saved search under the client’s account. Your original saved search stays the same.
Enable alerts
In Search Settings, enable Alerts
Choose the alert frequency and recipients
Click Save
Alerts apply only to future matching listings.
Add a contact to share a saved search
Add a contact when you want a client to access your saved search.
Steps:
Open the saved search
Click Add Contact
Select an existing contact or create a new one
Confirm your selection
Clients must accept the invitation before they can access the search.
Set a template search
Set one saved search as your template so new searches start with your preferred setup.
Steps:
Open My Searches
Click the Star next to the saved search
Only one template search can be active at a time.
Delete a saved search
Delete a search when you no longer need it.
Steps:
Open My Searches
Search and click for the saved search you want to delete
Click Delete
Confirm deletion
Deleted searches cannot be recovered.
Save changes to a saved search
Click Save after you change settings so your updates apply to that saved search.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.