Flex: Portal Preferences

Portal Preferences. What are they? Well they are preferences for your portal. Which only brings up more questions...

The Flexmls Portal is a personalized Flexmls website that you can use to communicate and collaborate with your clients. Each contact's portal is customized for them and also contains your branding and contact information.

1. To set up your default portal and subscriptions preferences begin typing in the menu search bar Portal and Portal Preferences will appear.

2. Below are the preferences you can change to customize your client portal. You can also change portal settings for an individual contact, this is located under Contact Management.

The reason I learned about this feature is that a member was unable to include documents when they emailed listings to clients. A little rooting around by a Flex Support Person led us here. If they are grayed out then they are not included.

For a guided tour of portal preferences >>

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