Your Digital Market Survey is comprised of 2 major items: properties (aka: the building or asset) and the individual listings within those properties (aka: individual space options).
Those two create 'listing cards' contains a summary of information and the 'listing detail page' contains all the possible content and data for your clients to view and review.
Customizing and configuring your listing details allows you to tailor the experience for each of your clients based on asset type and what data is most important to them.
Watch & Learn How To Configure Listing Details For Surveys
Get Started
1 | Navigate to your User Settings-> Templates & Workflows and then select '+ Template'
2 | Create
Your Template creation screen is divided into 2 columns. The left of the screen is where you customize the fields, order etc. The right side shows you in real time what your changes will look like on an individual listing.
a: Name the template so it's easily recognizable each time you or your team want to use it.
b: Select one or multiple asset types
c: Associate to a specific Company (optional)
d: Share with your team (Teams are set up by your org Administrator)
e. Click 'Manage Fields ' to view and select from all AnthemIQ asset fields.
Use the search by to search for specific fields by name.
Didn't find what you're looking for, just create a custom field (shown in step #4
3 | Customize Fields and Add Custom Fields
3 | Customize Fields and Add Custom Fields
Once created, custom fields can be reordered as you see fit.
4 | Hide or reorder Additional Sections and Save!
4 | Hide or reorder Additional Sections and Save!
Drag and drop to reorder.
Click the eyeball to hide fields you don't want your clients to see.
Apply a saved Template to a new survey
From the transaction view, select the Listing Template you want to use.
Apply to an existing survey
Click the gear icon in the Market Survey.
Select from saved templates or adjust listing details without a template.
🔥Tip: Templates can save you hours of administrative work deal after deal. You can create & save Listing Details Templates at the organizational level in ManageIQ or individual workspace level. Use Teams and share templates amongst specific team members. (Available For Paid Plans Only)