Under the menu, tap Property Search and then tap the class you want to search.
Enter your search criteria, then tap the Save icon and select Save Search
Enter a search name. You can add to a current contact or add a new contact.
Tap Select Contact to add to a current contact. Use the search at the top to quickly find a contact. If a contact doesn't have an email attached, you will not be able to select that contact.
Tap Add Contact to enter a new contact.
Once you have selected a contact, enter a welcome message to your client. Lastly, tap Complete & Send Invite at the bottom of the screen.
Paragon Connect will show you as it saves the search, and sets up the notification.
Once Paragon has completed the setup, you will see popups near the top of the page showing you that the search has been saved and the client has been notified.
This search will now appear associated with the client, and also be part of your saved searches list on both Paragon Connect and Paragon Classic