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:

Paid Data Service – Upcoming Advanced Filters

We want to take a moment to address some planned updates to our Paid Data Service and give some insight as to when to expect these.

Below are a list of planned updates and where we are at in the process:

  1. The ability to exclude records by owner zip codes.
    Once we have the ability to filter by owner zip code with our Data Provider we plan to provide you with the option to filter it by both entering in a set of zip codes manually, as well as through a by radius tool.
  2. Filter by Zoning Codes: Currently we are working on a solution that would allow you to filter records out based on county zoning codes.

Coming Soon! A few filters that we are working on adding in the next few weeks are:

  1. The Do Not Mail Filter
  2. Last Sale Date Filter
  3. Improvement Value Filter
  4. Individuals/ Companies Only Filter

These updates will be automatically pushed out to your Investment Dominator system and will appear under the ‘Advanced Filters‘ section as soon as they are ready.