Custom Details Groups – Group and Filter Related Property Features

Table of Contents:

Why Use Custom Details Groups

How to Create a Custom Details Group

Assigning Details to a Group

Where Custom Details Groups Are Used

Verifying Group Associations

Additional Notes

Best Practices

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Why Use Custom Details Groups?

When properties have similar but distinct features (e.g., different types of pools), filtering by each individual feature can be cumbersome. Custom Details Groups simplify this by letting you group them together and filter by the group.

Example:
A client may have the following details:

• Pool

• Indoor Pool

• Heated Pool

• Saltwater Pool

• Communal Pool

Instead of selecting each one individually when filtering, a group like “Pool” can include all of these. Selecting the group will return all properties with any of the included features.

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How to Create a Custom Details Group

1. Navigate to:
   Menu > Configuration > Custom Details Groups

2. Click + Add to group

3. Enter the group name for all available languages

   1. Use the Translate button for auto-fill

   2. ✅ Review and confirm each translation before saving

4. Click Save

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Assigning Details to a Group

1. Go to:
   Menu > Configuration > Custom Details

2. Click on the detail you want to assign

3. Scroll to the User Group section

4. Select the appropriate group from the dropdown

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Where Custom Details Groups Are Used

1. Property List Filters

• Located at the bottom of the property filter section

• Selecting a group (e.g., “Pool”) filters for any listings that include any detail within the group

2. Customer Profile > Group Preferences

• You can set preferences per group:

  • “-” → Not applicable

  • “Mandatory” → Show only listings that match any detail in the group

  • “Optional” → Prefer listings with the detail; others may still show but with lower score

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Verifying Group Associations

You can confirm associations in two ways:

• From the group view:
  Configuration > Custom Details Groups > Select a group
  → See all associated details

• From the detail view:
  Configuration > Custom Details > Select a detail
  → Group name will appear if associated

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Additional Notes

Best Practices