The Hotsheet search in Paragon Connect has been completely remodelled and upgraded in this release. It now includes additional functionality that makes it fully in sync with Paragon Classic. It is faster and even includes a few new features not found in Paragon Classic. Below are some highlights of the new Hotsheet search.
Prior to this release, the Hotsheet search in Paragon Connect only allowed you to use a date range to locate hotsheet records. Now you have three separate duration options.
The days back control allows you to quickly search for previous days in the past. The control allows you to search up to 999 days in the past and only accepts numeric values. It is the first option found on the form.
A new date range component has been implemented on the Hotsheet search. Like the previous version, an agent can manually type a begin and end date. However, the new component also allows you to use an advanced operator to choose from time frames. You can also use the calendar control to select a beginning and end date.
The last run option allows an agent to run a search based on the last time that Hotsheet was run. This is also slightly different from how Paragon Classic functions. Paragon Classic will use the last run date regardless of the search load. Whereas Paragon Connect will track the last run date for each Hotsheet search.
The filter container consists of a list of Hotsheet types and statuses. These are the same types and statuses found in Paragon Classic. This allows the agent to filter on specific types of hotsheet records.
You will now find the same additional fields used in Paragon Classic in the “Criteria” container. This provides you with even more filtering capabilities. It is like building your own market monitor.
The Hotsheet thumbnail results have been updated to include Hotsheet update date, status/type, and any Hotsheet comments made.
In addition, the 500-listing limit is not applied to the hotsheet search and uses the new code, allowing for faster response times.
Just like any result in the system, you can select one or more listings and choose to share via email, text, copy link, etc. You can also add listings to a cart, get driving directions, or access any third-party integration.
Save Hotsheet Search
The ability to save a Hotsheet has been added. Once created, these hotsheet searches can be found and edited in Paragon Classic and vice versa.
To save a Hotsheet search you just tap on the save icon. If you are on the default Hotsheet template, taping save will create a new Hotsheet search. If you load a Hotsheet, taping save will just save any changes you made to the Hotsheet.
Hotsheet - Update Default Template
In addition to saving a Hotsheet, agents can also update their default Hotsheet template. This allows you to retain the criteria you want each time you load the Hotsheet search module.
To update the template, make your changes to the form, then from the overflow menu (three dots) tap on “Update Default Template.” After you confirm this request, your Hotsheet will load with your new default criteria.
So far, we know you can update their default template and save hotsheet searches. Now we will look at how you can load a Hotsheet search.
To load a Hotsheet search, you must tap on the overflow (three dots) icon on the top app bar. From the drop-down menu that appears, tap “My Hotsheet Searches.” The system will respond by opening a page with saved Hotsheet cards.
Each Hotsheet is ordered by the last time it was run. The cards also contain two links.
This runs the search and takes you to the thumbnail results.
This will return you to the hotsheet search form and load the criteria from this saved Hotsheet search.
Over time you may decide you no longer need a saved hotsheet. Good news, in Paragon Connect, you can now delete saved hotsheets. To delete, you just need to tap “Delete” from the overflow menu found on each saved hotsheet card. Once you confirm the request, the hotsheet saved search is removed from the system and all other cards move up in the order.
Load Default Hotsheets
While on a loaded Hotsheet search, the overflow menu will contain different options. One of those options is the “Load Default Hotsheet.” This will allow you to revert the Hotsheet back to the default Hotsheet search. This option only appears while you are on a saved Hotsheet search.
Another option that only appears while on a loaded Hotsheet search is the “Rename” option. This will allow you to rename any saved Hotsheet that you created.
The last highlighted feature for Hotsheet is the search option. When you attempt to load a Hotsheet search, you will notice a search icon on the top app bar. This search feature allows you to quickly find any Hotsheet search you created.