Real Estate Tab

After you execute a Find External Properties and Businesses search, the search results are arranged in tabs, displaying data related to a specific data source. This section details the Real estate tab.

  • To view additional information, select the record in the grid for which you want to view details and select View details. The search details page appears. For more information about this page, see Real Estate Property Details.

  • If you want to add the selected results to an existing constituent record in your database, select Add to constituent. The button is available on both the search details page and the Real estate tab on the Find External Properties and Businesses page.

    • From the drop-down menu on the Add to constituent button, select what you want added to the constituent:

    • Real Estate Record creates a real estate record in the selected constituent record. All data located in the search is included in the new real estate record.

    • Property Address adds the information included in the Property address column of the Real estate tab to the prospect's constituent record.

  • Mailing Address adds the information included in the Mailing address column of the Real estate tab to the prospect's constituent record.

  • An Add screen for the selected option appears. From here, select the Search icon to search for and select the constituent to which you want to add this information.

  • After you select the constituent, you return to the Add screen. The selected constituent’s name now displays in the Constituent field.

  • Select Save.

    • If you selected Real estate record, the system runs a duplicate check before adding the information to the record. If no duplicates are located, the information is added, and you return to the Find External Properties and Businesses page. If a duplicate is located, the Duplicate Search screen appears. From here, select Select to update the existing record with the new information; select Ignore to add the new information even as a potential duplicate; select Cancel to not add the information.

    • If you select Property address or Mailing address the Add an address screen appears. For information about the items included on this screen, see the Prospects Guide.

  • If you want to add the selected result as a constituent record in your database, select Add constituent. Then select if you want the result added From owner/property address or the From owner/mailing address. The Select constituent names to add screen appears. For information about this screen, see Add a new constituent to your database from the search details page. Start at step 2.