MarketPlace
How do I change my email?
To change your email, follow these steps:
- Go to My Settings located on the left navigation pane.
- Change your email address there. This will update both your display email and your account login. You will receive a confirmation email at the new email address.
How do I change my company information in MarketPlace?
- Go to My Settings located on the left navigation pane.
- Click the Company tab at the top.
If all the fields are grayed out, please contact support@realnex.com. We will assist in removing your current association and updating it to reflect the correct company. When submitting a ticket please include the following:
- Login Email tied to your RealNex Account
- Company Name
- Company Address
- Company Main Line
- Optional: Primary Color & Secondary Color
How do I add an additional listing agent?
To add another agent to a listing, make sure they have RealNex accounts associated with the same company record. To confirm if you're part of the same company, go to My Settings in the left navigation pane, then click on the Company tab. Verify if your company name matches theirs. If they don't have an account yet, they can create one for free at Realnex.com.
How do I create a portfolio listing?
Currently, we do not offer a feature to include multiple properties in a single listing. You can either add them as separate properties and reference each other in the descriptions or list them as one property with a title like "Portfolio - 2 Adjacent Townhouses" and provide details in the description.
Why can't I find my listings in MarketPlace listing search?
If you're unable to locate your listings, ensure they are Active and Searchable. Listings that are not active or marked as searchable may not appear in search results. Make sure your listings meet these criteria to ensure visibility.
On a For Lease listing, I chose negotiable but why is a price/rate still required?
Minimum and maximum lease rates are required fields. You can input any value in these fields, and selecting 'Show rate as negotiable' will hide the rate from the public.
How do I send an attachment in an email campaign?
Sending a PDF as an attachment or in the body of an email is not supported. However, you can achieve a similar effect by inserting a screenshot of the document and linking it to the PDF.
What is a bounced email?
A bounced email occurs when an email you've sent cannot be delivered to the intended recipient. These errors typically originate from the recipient's email server and can have various causes. In the past, bounced emails often indicated that the recipient's email address didn't exist, but nowadays, server administrators can customize bounce messages, making their meanings less predictable.
For instance, what used to be a hard bounce indicating a non-existent email address might now be a response triggered by spam filters. Sometimes, the bounce message explicitly states that the email was rejected as spam, requiring server administrators to whitelist the sender's domain to resolve the issue.
Alternatively, the email addresses themselves could be invalid. To check the validity of email addresses, you can use online tools like https://email-checker.net/ or similar services found through a search engine. These tools help verify whether an email address is active and capable of receiving messages.
CRM
How do I set up my email sync with RealNex?
How do I clean up duplicates in my database?
Check out the blue Guide Me button in the CRM. Search for Clean up your duplicates. We have a step-by-step tutorial on this feature and a video. The recommended order in which to clean duplicates in your CRM is by first starting in Companies, then Contacts, and finally Properties.
How do I change my web browser's default email client for mailto links?
When you select an email hyperlink, commonly known as a "mailto link," within RealNex, your computer typically attempts to initiate a new email using your default email application, usually Microsoft Outlook for systems with Microsoft Office installed. However, if Microsoft Outlook isn't your preferred email client, this default behavior may not be what you want. Fortunately, you can customize your web browser(s) to open a different email client, such as Gmail, by following the steps outlined here.
I encountered an error when sending a test email in CRM.
A test email requires a contact to use as an example for the email content. Ensure you have selected a contact, as the fields from this contact will be used in the test email, such as first name, last name, etc. If you continue to experience issues, please contact support for further assistance.
In the top Global Search function, a record I know that is in my CRM is not showing up in this search.
Please contact support stating you are having issues with Global Search. Include the following:
- What table is the record located in. (e.g., Contacts, Companies, Properties, Spaces)
- What records are not showing up in the search.
MarketEdge
How do I change company branding/address location?
- Click Settings located next to the blue Guide Me button in the top right.
- Click Company Default Settings.
- Update your company information.
If you are not the company administrator, please contact support@realnex.com
When submitting a ticket please include the following:
- Company Name
- Company Address
- Company Main Line
- Primary Color & Secondary Color
How do I change my Email/Phone Number?
- Go to My Settings located on the left navigation pane.
- Change your email address there. This will update both your display email and your account login. You will receive a confirmation email at the new email address.
How do I share MarketEdge Properties with my team?
If you are the company administrator follow the steps below. All other team members should contact the administrator or contact support@realnex.com for assistance.
- Go to My Settings located on the left navigation pane.
- Click the Company tab at the top.
- From the Users list, click the green button on the right side for the user you are looking to update.
- At the bottom change MarketEdge Role to Manage all company properties.
When submitting a ticket to the RealNex support team please include the following:
- Input the Subject as "Change MarketEdge Role to manage all company properties"
- Include the administrator's Name and Email.
- Please provide the names and email addresses of all members who are requesting updates to their MarketEdge permissions.
How do I delete a Property?
- Click the Property button at the top right.
- Click Delete.
- Select the Property from the drop-down.
- Please ensure that you have accurately selected the intended property, as it is imperative to note that once properties are deleted, recovery is not feasible.
How do I fix the location of the property on the map (Geocode)?
If a property isn’t mapped correctly or was pushed from the CRM with the incorrect location, you can manually set the location by selecting the "Geocode" option. We recommend first trying to input the address again and then selecting one of the Google address options. If the correct location isn’t provided in the dropdown menu, utilize the Geocode button.
Common Issue: New Property or other pop-up window displays and then disappears.
This issue can often be resolved by turning off extensions, particularly if you are using Chrome. A quick confirmation is to try using a different browser to see if the issue persists.
Common Issue: Upload photo issue - 40 character limit file name is too long.
If you encounter an upload issue due to a file name exceeding the 40-character limit (e.g., "2545882-555-9357411-55528441_7228.jpg"), save a renamed copy with a shorter name, then proceed with the upload process.
Common Issue: My contact information is incorrect in MarketEdge.
- This issue can be resolved by clicking My Settings in the left navigation pane.
- Update any information on this page and press Save.
- Navigate back to MarketEdge click Settings > My Default Settings > Contacts, and verify that your Primary contact information has now been updated.