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How do I add or change match criteria on a property?

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how you can add new dropdown options and edit existing match criteria, to the matching categories and bullet points of the Property Information, Details tab. This also includes being able to remove the DSS matching criteria.

  • Text Criteria - Appears on the left and includes Area, Type, Pets, Smoking, etc
  • Numeric Criteria - Appears in the middle and includes numbers of Bedrooms, Receptions, etc
  • Property Facilities - Appears on the right and includes Entry Phone, Shower, Fitted Kitchen, etc

 Note

You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

This article includes: 

Text Criteria

On the Property Information, Details tab, the Text Criteria appears on the left and includes Area, Type, Pets, Smoking, etc.

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click the Matching tab
  4. The Text Criteria tab displays
    1. Description - Edit if required. Area can't be edited as this is a set criteria and can’t be changed
    2. A maximum of ten Types can be added to this list
    3. Any item can be deleted if all sub categories are not in use and deleted first
    4. Click on a Description item to view the dropdown list for that group 
      1. Order - Change where the item appears on the dropdown list, 1 is at the top
      2. Code - This appears as the item name that you see in the dropdown list 
      3. Description - Additional information for reporting
      4. Default On - Ticking this ensures the item will be automatically selected, highlighted as blue, when you add a new Applicant or Tenant record
      5. Add additional items to the group in the next blank line
      6. Click Close

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Numeric Criteria

On the Property Information, Details tab, the Numeric Criteria appears in the middle and includes numbers of Bedrooms, Receptions, etc.

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click the Matching tab
  4. Click on the Numeric Criteria tab 
    1. Edit existing text by overtyping the current text
    2. Click on a blank line to add new items to the list
    3. Carousel Translation will only be available if you have rolling screens switched on
    4. Click Close

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Property Facilities

On the Property Information, Details tab, the Property Facilities appear on the right and includes Entry Phone, Shower, Fitted Kitchen, etc.

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click Property Facilities 
    1. Order - Change where the item appears on the dropdown list, 1 is at the top
    2. Code - This appears as the item name that you see in the dropdown list 
    3. Detail - Additional information for reporting
    4. Click on a blank line to add new items to the list
    5. Click X to close
  4. Click Close

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