How to Use Matching

In Propertybase version 1.491 the Matching feature has been completely redesigned. In earlier versions, Matching was performed on Contact records. This made sense at the time: search available Listing inventory for properties that match the current Contact. However, from a process perspective - it makes much more sense to start the search from an Inquiry.

How do I know if I have the new Matching feature?

  • Open any Inquiry record.
  • If you see a "Matching" tab (next to Details, Related), you do have the newest Matching feature.

Don't have the new Matching? Click here to learn how to configure this feature.


Overview

Matching in Propertybase can be performed two ways. First, on Inquiry records. Matching on an Inquiry record searches available Listing inventory for Properties that match the current Inquiry. The second way Matching can be performed is on Listing records. When done this way, Matching searches Propertybase for Inquiry data that matches the current Listing record - and displays Contacts tied to that Inquiry data.


Inquiry Matching

If you are reading this, you probably already know that in real estate, everything starts with an Inquiry. A new inquiry means: a new lead, a new contact and potentially a new client. Propertybase was built to model the real estate process as closely as possible, which is why Matching now happens on Inquiry records.

From any Inquiry record select the Matching tab to search available Listings.

Inquiry Matching

Listing Matching

When you use the Matching feature from a Listing record, this performs what could be called "Reverse Matching". Reverse Matching searches Inquiry data across your entire Propertybase account and displays a list of Contacts that match the current Listing. From there, you can email the Listing to all, or some, of the matched Contacts - all without leaving the Matching feature.

From any Listing record select the Matching tab to search available Inquiry data.

Listing Matching

Features

In this section, let's dive into the features available in Matching.


Filters

Default Filters for Inquiry Matching

Like any proper search tool, Matching includes filters. These filters allow you to adjust your Matching results - using the same fields used by Listing records. To modify the value in a filter, simply click on it. You can reset all filters to their original values anytime by clicking the icon to the left of the Search button.


Exact Matching

When selected, exact matching tells Propertybase that certain fields must match the results displayed. Users with access to the Control Center can specify which fields should respect exact matching. (See: the configuration tab on this page.

For example: If exact matching is not set for the "bathrooms" field. Then results may appear that do not meet the bathroom criteria, but match other filter fields.


Results

Inqury Matching Results
Listing Matching Results

At the heart of Matching are results. Results show records that match search criteria. Results can be adjusted using the Filters described above. Once you are satisfied with the results, you can use the checkboxes to the left to select some or all of the results. Once a slection has been made, you can use actions to create documents and send the selected results to leads. 


Actions

Actions for Inquiry Matching
Actions for Listing Matching

Actions are just that, these buttons allow you to perform an action with the selected results. On Inquiry Matching, you can take Listing results and generate a downloadable PDF, send the selected Listings to Contacts using Quicksend and create a Linked Listing for the Contact on the Inquiry record. On Listing Matching, you can select Contact results and generate a PDF list of those contacts, send the current Listing to them using Quicksend and create Linked Listings for the selected Contacts. Click here to learn more about Quicksend.


View Options

View Options for Matching

When viewing Matching results, you have two seperate viewing options. List view is enabled by default and shows all fields that have "visible" checked in the configuration options. The second option is card view and can be enabled by clicking the button on the right displayed in the image above. Card view only displays fields that have "card view" checked in the configuration options. For more on configuration options, click the configuration options tab above.

Configuration Options

Like all features in Propertybase, Matching is fully configurable. Matching configuration can be accessed in the Control Center. From this screen you can configure the filters that are used for both types of Matching.

Where is the Control Center?

  • Click the App Launcher in the top left corner of the screen, then click Control Center.
  • From the Control Center, click Matching.

Always remember to save your changes. The image below shows that unsaved changes have been made.


 

Tabs

At the top of the page are two tabs. Use these to switch between configuration options for both types of Matching.


Filter Fields

This screen allows you to configure the fields that are used for filtering. Here you can modify filter type, what fields map between the two objects (Inquiry to Listing), the default values, whether or not the field should be editable or visible, the order for all fields, as well as a delete option.

Selecting the "not" checkbox on the left side of a field effectively reverses the search criteria. For example: If I selected "not" on the second field in the image above (pba__City_pb__c), that would mean: show me all Listings that are not located in the selected city.


Show Only Owned Records

Starting with the release of Propertybase 1.506, you now have the option to only display Contacts or Listings that are owned by the user currently logged in.


Exact Matching

Starting with the release of Propertybase 1.504, you can now specify exactly which fields should be included in exact matching. This allows Propertybase admins to specify which fields should apply in exact matching for all users.


Result Fields

This screen allows you to configure the fields that are used for results. Here you can decide what fields should be shown from the object being returned (Listings or Contacts), what interactions should be possible (if any), if card view should be supported (enabling this makes the field display when using card view), what field to sort by, the order for all results, as well as a delete option.


Card View

 

Under configuration options you must check the card view checkbox for the field to appear (see the View Options section under the Features tab in this article.) You can also change the format of the string that displays. Simply include "{value}" in the "format on card view" text box and prepend or append the text of your choice. In the example shown above we add "bedrooms" and "bathrooms" to the string format.

Example configuration options for card view
Result of the configuration options shown
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