Carts
A cart is a repository that allows users to accumulate properties from one or more searches to reference or work with at a later time. Users can create multiple carts per client to organize properties by category (e.g., residential properties, commercial properties, or CMA comparables).
Click here to view the Carts drawer image.
From the Criteria section, add your search criteria.
For more information, see Search Criteria in the Search section.
Generate your results in either Display or Map View.
Select the properties you’d like to add to a cart.
From the Action buttons, select Carts.
Overview & Filtering
At the top of the Carts drawer, users have access to search and view options:
| Filter Option | Description |
|---|---|
| Filter Input | Type a contact or cart name to quickly search for a specific cart. |
| View Drop-down Menu |
• Show All: Displays all available carts. • With a contact: Displays only carts assigned to a contact. • Without a contact: Displays carts not linked to any contact. • Current Only: Displays recently used carts. |
Creating a Cart
Select the Add Cart button (+ icon) at the top right of the drawer.
Enter a Cart Name.
Cart name should describe its purpose.
Link this cart to a new or existing Contact.
Select Save.
Adding Properties to a Cart
Select one or more properties from your search results.
In the Carts drawer, locate the target cart.
Select Add [X] Listings.
The selected listings remain available to add to additional carts if needed before clearing your selection.
Viewing & Managing Carts
- Viewing Cart Contents: Select the cart name to load its listings into the results panel. Once loaded, you can select listings to execute standard Action button commands (e.g., Export, Email, Directions).
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Removing Properties: When viewing properties inside a cart, select the property and click Remove [X] Listing in the Carts drawer.
- Copying to Another Cart: Properties inside one cart can be added to another client's cart using the Add [X] Listings button next to the destination cart.
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Editing Cart Details: Select the Gear (Edit) icon next to a cart name to rename the cart or reassign it to a different contact.
Carts can be managed and deleted from the My Matrix > My Carts section.