Favorite Buildings
Use favorite buildings with the right account, visible state, final-surface check, and escalation packet.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open Tracker from the left sidebar and choose My Searches, Client Searches, or the specific saved search card related to this task.
- Open the search criteria panel for favorite buildings and read the saved buildings, price range, bedrooms, event types, and email/timeline settings.
- Edit one criterion at a time, then save and wait for the card or timeline to refresh before editing another setting.
- Open the client link or timeline view in a new tab when the task affects what a client sees.
- Compare the visible tracker output to the saved criteria. If they disagree, the criteria panel is the source of truth to capture.
- If the expected result does not happen, copy the full URL from the browser address bar, open Account Settings and note the signed-in email, take a screenshot of the current page, and write down the last button or link you clicked.
Mistakes to avoid
Debugging the visible card before comparing it to the saved search definition and timeline events.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.