FAQ: Open Houses

(WCMLS Only) How do I enter an open house?

(WCMLS only.) How Do I Edit an Open House?

(WCMLS Only) How Do I search for open houses?


(WCMLS Only) How do I enter an open house?

Note that this answer applies only to the Warren County [New York] MLS.

Before you try, you need to update your Kinnexus software to version 3.2 or later; to do this, follow the "Downloads" link at the top of this page.

To enter an open house for one of your own listings -- or if you are logging in as the office, one of the office's listings -- do the following:

  1. Open the listing itself for data entry, either from the Listings portfolio (or Office Listings, if you're logged in as the office), or by pulling up the listing as a search result and clicking the "Quick Edit" button at the bottom of the window. (Note: Quick Edit only appears if you have the right to edit a listing.)
  2. Click the "Create Open House" button at the bottom of the window (normally near the middle of the button bar, not near the right end). The Open House Data Entry wizard will appear. (If the Create Open House button does not appear, you are looking at a search results form, not a data entry form, or you need to scroll that section of the button bar by clicking the yellow arrow.)
  3. Fill in the data fields in the wizard. (This is much like creating a listing.) Be sure to enter both the hour and minute of the beginning and ending times. All fields in the wizard are required. Note that some information used in displaying an open house will come directly from the listing record itself and not require duplicate entry. Note also that the open house remarks will begin as a copy of the listing remarks, but may be changed at will in the open house record without changing the listing remarks themselves.
  4. Click the Finish button in the wizard (a hand writing on a pad). This will take you to a data entry form, where you may further modify open house data if you wish.

At present, open houses are coded for mapping separately from the listings themselves. You may wish to check and, if necessary, correct the mapping of the open house. (See "How do I Edit an Open House.")

Please note that this open house functionality is new and may be modified from time to time, as experience reveals the need or opportunity for improvement.

Link to this article on its own page.

 


(WCMLS only.) How Do I Edit an Open House?

Note that this answer applies only to the Warren County [New York] MLS.

Before you try, you need to update your Kinnexus software to version 3.2 or later; to do this, follow the "Downloads" link at the top of this page.

You can edit open houses for listings which you have right to edit. If you are logged in as an agent, these would be your own listings. If you are logged in as an office, you may edit open houses for the office.

Note that it is perfectly acceptable to change an existing open house record for a listing in order to use that record for the that listing's next open house.

To edit an open house:

Go to the Listings drawer of the System Tray (at the left side of the screen).

  1. Open the My Open Houses portfolio (if you are logged in as an agent) or the Office Open Houses portfolio (if you are logged in as the office).
  2. Select the open house you want to edit and double-click on it.
  3. Edit as desired.
  4. If you want to check or adjust the mapping of the open house, click on the Map button (while the open house is open for data entry). ALT-click on the new location on the map. You will be asked if you want to change the location to that point. Assuming you do, answer yes, and the listing will move to that point.
  5. Save your changes with the Save button in the upper tool bar. (It looks like a floppy disk.) Or answer yes when you leave the record and Kinnexus asks you whether you want to save changes.

Please note that this open house functionality is new and may be modified from time to time, as experience reveals the need or opportunity for improvement.

Link to this article on its own page.

 


(WCMLS Only) How Do I search for open houses?

Note that this answer applies only to the Warren County [New York] MLS.

To search for open houses:

  1. Click on the Open House quick search button (or use the "New Search" button) in the system tray at the left of the Kinnexus screen, either in "Favorites" or "Search." This opens the Open House Search Wizard.
  2. Enter the appropriate search criteria. Note that the date field defaults to "thisweek," but also allows conventional dates, date ranges, and other expressions, just as date fields in listing searches do.
  3. Click "Go" to run the search.

Note that mapping is enabled for open houses. You can enter one or more areas on a search map in the same manner as in a listing search. (Click the map button in the search wizard, ALT-click on the four corners of the area, repeat for any additional areas, and click the finish -- checkered flag -- button to save the map criteria you have entered.)

To see the open house(s) for a specific listing:

  1. By running a search or using the hot sheet, find the listing in question and open it in any report.
  2. Click on the Open Houses button in the bottom button bar, near the right end of the bar. A list of open houses for this listing, if any, will appear. (This is essentially the same thing you do to see the listing's history, but using a different -- and adjacent -- button.)

TIP: Do not confuse the "Create Open House" button with the "Open House" button you use to view open houses for a listing. When you are editing your own listing (or an office listing), both buttons are visible.

Please note that this open house functionality is new and may be modified from time to time, as experience reveals the need or opportunity for improvement.

Link to this article on its own page.