Narrow and Discard
At the bottom of your search results screen, click the “Refine” button. You will find “Narrow” and “Discard” buttons in the blue bar. You can use these to help refine your search results.
Narrow: As you go through your search results, there may be only certain ones you want to keep. Click the check box next to each listing you want to keep.
Click the “Narrow” button. This will remove all of the unchecked listings from your search results. In other words, you “narrowed” your search results.
Use this to remove the listings you do not want when printing or e-mailing reports. Click the “Actions” button once you have your list refined.
Discard: Click to select any listings that you want to remove (hide) from your search results. Click the “Discard” button.
This will remove (hide) the checked listings from your from your search.
After using the “Discard” button, a new button will appear labeled “Un-Discard.” You may click this button to return (unhide) your discarded listings to your results.
Use this tool to hide listings in your search results, while you work with the rest of the listings, when printing or e-mailing clients. Click the “Actions” button once you have your list refined.
Extra Special Tip – Use either Narrow (check the listings you wish to keep) or Discard (check the listings you wish to hide), when setting up an Auto-email to a client for the first time. If you take the time to look through the results and only want to send the best ones first, use the “REFINE” tool. This will allow you to put your best foot forward and only send the best matched listings initially to the client.
Click the “Save” button and then “New Auto-email” to set up a client portal for your client.