If you would like to change how the notifications are set up for a saved search, or verify that they are set up correctly, you can do so through the search Settings* by following these steps:
Click the Contacts tab from the REALM Menu.
Find the correct Contact name for the saved search (either yours or a client's). Click the Contact name to open the Contact Card, and then choose Searches.
Locate the search and click the Kabob Menu to the right of the search name.
To modify your settings, select Settings.
In the new window that appears, you can adjust the Notifications for both you and your client - including changes to the type or frequency of notifications if you wish. Don't forget to click Save Search to keep your changes, or Cancel if you prefer to leave everything as it is.
*TIP: Settings will also allow you to:
- Extend a search that is going to expire;
- Renew an expired search
- Change the notification frequency for yourself or a client contact.
- Add additional emails to the search.
- Set an existing search as the default search for yourself or a client.
- Change the name of the search
To learn more about creating and saving searches, please view the article HERE