You can perform a regular or advanced search for a template on TotalBrokerage. To do a basic search, from your dashboard click “Marketing” and then “Templates”.
Type the name or a group of the template you are looking for in the “Enter text” box.
(Note that you can also edit, view, and copy templates here using the options to the right of the list of templates.)
Click on the “Advanced” tab to filter your search options.
You can search by Name, Office, Account, whether the template is Active, and by Group.
You can specify how the program searches for the values you want to search for by choosing either equals (the default setting), not equals, starts with, ends with, contains, or doesn’t contain.
You can choose these options by clicking the down arrows immediately to the right of Name, Office, and Account.
Next to the search type, you can type in specifically what you want to search for.
For inactive search, select if you want to show an inactive template or if they will be excluded by default.
Lastly, select which Groups you want the templates you are searching for to contain.
Please note that it will only include templates with ALL groups you selected.
Click “Search" when you’re done, and your results will appear at the bottom of the page.
