Setting up a profile for property maintenance

  1. In the Property Address Search Profile form, specify your search criteria.
  2. Select More > Profiles > Manage.
  3. Click Add.
  4. Specify this information:
    Description
    Provide a description for your new profile.
    Auto Search
    Select this check box to automatically perform the search using this profile, which is the equivalent of clicking Search.
    Default
    Select this check box to indicate that this is the default profile.
    Note: Any previously existing profiles from smart or thick clients are not migrated to the UX client.
  5. Click Save.
    We recommend that screen dumps are taken of existing control forms in thick or smart client where saved profiles are used, so that they are established in UX.