How To Search For Specific Users In System Activity Log

In the Investment Dominator once a new team member has been created you may have the need to search the entire activity log for a specific user using the ‘Search By’ functionality.  This functionality is not as simple as it may appear when attempting to search based on what displays in the User field of the activity log display.

The following set of instructions will detail the steps needed to successfully search and display a specific user’s most recent activity.

Step 1) Access The Activity Log Function

To access the Investment Dominator Activity Log, select ‘Team > Activity Log’ as shown:

Step 2) Search By Specific User

Once the Activity Log is displayed access the ‘Search By‘ function and select the ‘User‘ designation from the drop-down menu as shown:

Step 3) Determine The Specific User Name For Search Criteria Box

Once the User criteria box is displayed you must determine the specific portion of the User name to enter into the search box.

Important Insight: It may appear you can enter both names as they appear in the User category, such as ‘Jack Bosch’; however such is NOT the case.  Internally, the system is looking for either Jack or Bosch as an entry in the User search box.  Entering both names will result in [Currently no activity meet this criteria] message!

Enter a specific name as shown to successfully process the user selection criteria:

Step 4) Press The Blue Search Button To Process Search Function

Press the associated blue ‘Search’ button for the system to process and display all activity for a specific user as shown:

How To Tag Records And Execute Advanced Searches

Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use the tagging methodology to keep track of mailing campaigns, interests, and grouped characteristics.

For example, lets say you wanted to group specific records for a specific calendar date (Tag) and search for all records in a certain County where all land records have a primary phone number populated. The following illustrates how to accomplish this task.

Create A Tag

To create a tag in the system go to ‘Customize> Tags> Add Tag’…

Then enter a new tag name and click the blue ‘Add’ button to save…

Tag Records

To tag land records go to the ‘Land Deals’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table.

To tag house records go to the ‘House Deals’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table. 

To tag contact records go to the ‘Buyers List’ tab and then select some records from the overview table then click the ‘Tag’ option at the top of the table. 

Select a least one tag under the ‘Tags’ option then click the blue ‘Confirm Tag’ button to index the records under those tags.

(Advanced) Search And Select Tagged Records

With our ‘Advanced Search‘ option, you can easily and quickly identify records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

Using this feature you can identify records based on almost any record field in the system and by adding a combination of custom record filter rules such as Equal To, Not Equal To, In, Not In, Less Than, Greater Than, Between, Is Empty, Is Not Empty, etc. to the search.

All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the desired criteria.


Example: By a specific Tag, by County and by Primary Phone

Let’s say you want to identify all the records under your Land Deals section where there is a specific ‘Tag‘, (on a specific date) where records are in a particular ‘County‘ and where the ‘Primary Phone #‘ field is NOT Empty. All you need to do is go to ‘Land Deals> Advanced Search‘ and then create a search with the following criteria:

Note: Simply press the ‘Add rule‘ button to select each criteria for the advanced search and press the blue ‘Save‘ button to name each advanced search.

Once the new advanced search has been generated, named and saved, press the blue ‘Search‘ button to execute the Advanced Search.

Advanced Searches can be accessed from within the ‘Select a saved search‘ in the Advanced Search function; as well as, under the ‘Reports> Saved Searches‘ area.

OR

Once executed, advanced searches will quickly identify and retrieve the appropriate records under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ section based on multiple AND/OR search criteria.

How Tags and Tagging Records Work In The Investment Dominator CRM

Tags can be used to index Land, House and Contact records in the system without affecting their stage/status. You can use tags to keep track of mailing campaigns, interests, and grouped characteristics.

For example, say you wanted to test the results of two separate direct mail pieces; what you could do is tag one group of people with a “Letter A” tag and another group of people with a “Letter B” tag. After you send out your mail you could export your records to see how many people responded (moved to the next status) that had the “Letter A” tag vs the “Letter B” tag and this would tell you which letter was more effective.

Continue reading “How Tags and Tagging Records Work In The Investment Dominator CRM”

How To Search For, Or Filter/ Group Records

You can locate property records by using the ‘Search By’ option located at the top left side of the ‘Land Deals’ or ‘House Deals’ page. Continue reading “How To Search For, Or Filter/ Group Records”