Users can import saved searches and prospect searches from Stratus V3 into Realm within their Profile Settings.
1. Click on your profile avatar and choose Settings.
2. Choose Stratus Searches from the left-hand menu.
3. Choose the Saved and/or Prospect searches from Stratus V3 to be imported into Realm by clicking the checkbox associated with the search name.
For Prospect searches:
We suggest using the "Import Selected" feature. Click the checkbox beside the header SEARCH NAME to import all searches.
To import some (but not all) searches, click the checkbox beside each of the searches to be imported.
Important: The Import Selected feature will save all searches to your contact card and not to client contact cards.
When Import Selected is used, Realm will save all searches under your contact card using all of the notification settings set in Stratus V3. This means that when the search is imported, it will be saved under the your name with the email addresses for your client contact(s) included in the Email Address(es) field.
For individually saved searches:
If you have searches saved in Stratus V3 for individual client(s), we recommend that you choose to import as a single search by clicking the checkbox beside the individual search name.
A Save Search window will open to allow you to set the contact associated with the search along with your notification preferences and other search settings.
4. Click the Import button or Import Selected
Note: you are able to re-import searches by completing the import process again. Re-importing a search into Realm will override the previously imported info.
Please Note: When a search is imported into Realm it will remain live in Stratus V3. Notifications in V3 will need to be disabled to stop notifications coming from Stratus V3.