5.7. Getting Started with Fusion

Transcription

1 5.7 Getting Started with Fusion

2 Getting Started with Fusion Fusion 5.7 This publication may not be reproduced, in whole or in part, in any form or by any electronic, manual, or other method now known or subsequently invented, without the express written permission of CoreLogic. CoreLogic reserves the right to change information in this document without notice. All screen captures are representations only. The actual screen design and system functionality may vary depending on the specific configuration of the CoreLogic software. ii

3 Getting Started with Fusion Fusion 5.7 Table of Contents Welcome to Fusion... 1 System Requirements... 1 Supported Operating Systems and Browsers... 1 Other System Requirements... 2 Logging On and Off... 3 Navigating Around Fusion... 3 Home Tab Gadgets... 4 The Fast Find Gadget... 5 The Contacts Gadget... 6 The Inventory Watch Gadget... 7 The Prospecting Gadget... 7 The Resources Gadget... 7 The System Information Gadget... 8 The Today s Hotsheet Gadget... 8 The Inventory Watch Gadget... 8 The CoreLogic MarketPulse Gadget... 8 Recent Contact Website Activity Gadget... 9 Today s Summary Gadget... 9 My Folder...10 Adding Listings to Your Folder...10 Removing Listings from Your Folder...10 Tooltips...10 Calendar Controls...11 Clearing Input Fields...11 Lists (Listboxes)...12 Continued iii

4 Price in Thousands Button...13 The Text Editor...13 Spell Check...14 Mini-Reports...14 Grid Column Auto-Fit...15 To Sort a Grid...15 To Reorder Grid Columns...15 To Manually Resize the Column Width...16 Fusion Experience for the ipad...16 Other Mobile Applications...17 iv

5 Getting Started with Fusion Fusion 5.7 Welcome to Fusion Welcome to Fusion from CoreLogic. Fusion integrates enriched content with its key features to deliver Multiple Listing property data in a whole new way. With its feature-rich, desktop-style interface and precision controls, Fusion puts relevant information in your hands in a way that is fun and easy to use. Fusion gives you the ability to manage multiple functions simultaneously without opening more windows. Edit listings while running searches, send s, review hotsheets, build CMAs and much more all at the same time. Fusion also provides you with tools for maximum system customization. You can decide which home page gadgets appear and in what position; promote yourself and collaborate with clients using personalized contact websites and templates; use the WYSIWIG report designer to create branded data displays; and set up auto-notification property alerts on a customized schedule. System Requirements To ensure maximum optimal Fusion performance, your system should meet or exceed the requirements below. Supported Operating Systems and Browsers Windows XP SP3 Internet Explorer 7 or 8, Firefox 4.0 and above, Google Chrome or Safari 5.0 and above Windows 7 Internet Explorer 8 and 9 and Internet Explorer 10 Desktop, Mozilla Firefox 4.0 and above, Google Chrome and Safari NOTE: IE10 Metro version of browser is not currently supported Windows 8 Internet Explorer 10 Desktop. NOTE: IE10 Metro version of browser is not currently supported. Mac OS X v Safari 5.0 or higher, Mozilla Firefox 4.0 and above, Google Chrome Mac OS X v10.7 Safari or higher with Flash Mozilla Firefox 4.0 and above, Google Chrome Mac OS X v10.8 Safari 6.0 1

6 Other System Requirements Adobe Flash Player 11.4 or later. Free download of Flash Player is available at adobe.com. Before downloading a new version of Adobe Flash Player, CoreLogic recommends users verify that Fusion s online help identifies that version as being supported. Flash Player s setting for Local Storage to 100k (the default setting) or higher. Broadband internet connection (high-speed cable, wireless, or DSL) Screen resolution: 1024w x 768h or higher recommended. 1024w x 600h (common netbook size) is suitable in Full Screen mode. Memory: 2GB RAM for Windows 7, Windows 8 and Mac OS X. 1 GB RAM for Windows XP. Important Notes You must add your Fusion URL to your firewall and/or pop-up blocker s list of trusted sites You must adjust pop-up blocker permissions to permit access to external thirdparty sites (e.g., Realist, Document Manager). Third-party and add-on products that work with Fusion may have different requirements. Fusion does not support Beta operating systems or browsers. When a software manufacturer discontinues mainstream support for a particular browser or operating system version, CoreLogic will also discontinue support. 2

7 Logging On and Off Getting Started with Fusion Fusion 5.7 To log on to Fusion: 1. Type your user name in the User ID box. 2. Type your password in the Password box. 3. Click the Sign In button. To log off from Fusion: Click the Sign Out link at the top of the page. Navigating Around Fusion The navigation tabs at the top of the page enable you to move from section to section within Fusion. Some navigation tabs have menus that enable you to get to a specific page within a section. Move your cursor over a tab to see its menu items. Menu items with a triangle after them have submenus. Move your cursor over these items to see their submenus. Click a tab, menu item or sub item to go directly to a specific page within Fusion. 3

8 Getting Started with Fusion Fusion 5.7 Home Tab Gadgets The Home tab displays your gadgets, which provide quick access to various Fusion functions. You can specify which gadgets appear on the Home tab, and rearrange them to suit the way you work. To customize the gadgets on the Home tab: 1. Click the Customize this page button to open the Home Page Options screen. 2. Click options to select or deselect them. Selected options are marked with a check, and will appear on your Home tab. Note: Some gadgets might be designated as non-movable and/or non-collapsible and you won't be able to adjust them. Deselected options are marked with an empty check box, and will not appear on your home tab. 3. Click Save. To rearrange the gadgets on the Home tab: 1. Use the mouse to move your cursor over the title of the gadget you want to move. 2. Hold down the left mouse button. 3. Move the mouse to start dragging the gadget, which will become semi-transparent. 4. Drag the gadget to the general area where you want to place it. As you move the gadget, available spaces will appear as outlined rectangles. 5. Release the left mouse button to drop the panel in its new position. To close a gadget: Click the close button in the gadget s title bar. To minimize a gadget: Click the minimize button in the gadget s title bar. 4

9 The Fast Find Gadget The Fast Find gadget enables you to perform searches from the Home tab. You can search by: Location (city/postal code/address/intersection) Address ML number To perform an address search from the Fast Find gadget: 1. Click the Quick Search gadget s Address tab. 2. If desired, type a street number in the Street# box. 3. Type a street name in the Street Name box. This is a required criterion. Do not include the street type (e.g., Street, Avenue ) in the street name. 4. If desired, type a unit number in the Unit# box. 5. If you want to limit your search to on-market listings, select the Show On Market Listings only check box. 6. Click the Search button. To perform a city/postal code/address/intersection search from the Fast Find gadget: 1. Click the Quick Search gadget s Location tab. 2. Type a city name or postal code, address, or intersection in the location box. This criterion is required. 3. If you enter an address, it must be a full address (street number, street name, city, and zip/postal code). 4. Select a search radius from the Find listings within list. 5. The search is conducted from the center of the area defined in the location box. 6. Specify the other criteria you want to use for the search. 7. If you want to limit your search to on-market listings, select the Show On Market Listings only check box. 8. Click the Search button. To perform an ML number search from the Fast Find gadget: 1. Click the Quick Search gadget s ML# tab. 2. Type one or more ML numbers in the box. Separate multiple numbers with commas. 3. Click the Search button. 5

10 The Contacts Gadget The Contacts gadget enables you to manage your contact list from the Home tab. To add a contact from the Contacts gadget: 1. Click Add Contact to open the new contact form. 2. Enter the new contact s information in the new contact form. Red labels indicate required fields. The Other Phone 1 and Other Phone 2 fields are customizable. You can delete the label text and type your own field name. 3. Click the Save button. To edit, , print or delete a contact from the Contacts gadget: 1. Move your cursor over a contact s information icon to open the summary information popup. To delete a contact, click the delete contact button. When prompted to confirm the deletion, click OK. To edit contact information from the Contacts gadget, Move your cursor over a contact s information icon to open the summary information popup. Then click the edit icon. Make any desired changes. Click the Update Changes button. To a contact from the Contacts gadget, click the icon to open the form. Compose the message and click Send. To locate a specific contact with the Contacts gadget: Click a letter in the Contacts gadget s index row: The gadget will display all contacts whose first name begins with that letter. Type a contact s name or address in the Search box. As you type, the gadget will narrow the contact list to match your criteria. To view summary information for a contact: Move your cursor over a contact s information icon to open the summary information popup. To view a contact s entry in the Contact Manager: Click the contact s name in the Contacts gadget. 6

11 The Inventory Watch Gadget The Inventory Watch gadget displays inventory counts for you, your office, and your firm. You can change the Inventory watch filter to display inventory counts for you, your office, or your firm. To change the Inventory Watch filter: Select an option from the Show list. To refresh the Inventory Watch gadget: Click the refresh button in the gadget s title bar. To view your inventory: Double-click one of rows in the Inventory Watch gadget to see the listings displayed in a search results screen. The Prospecting Gadget Prospecting searches are saved searches created for a particular client using specific criteria. You can link the search to the client s record for up-to-date monitoring, setting auto-notifications to check for new or changed listings that match the search criteria. When listings match, the number of new listings is displayed in the Prospecting Gadget on the Home tab. It will also show you any prospecting searches about to expire. To see new prospecting matches: Click on the New Prospecting Matches link. To see prospecting searches that are about to expire: Click on the Prospect Searches Expiring in 7 Days link. The Resources Gadget The Resources gadget displays useful links to other web sites. These links are organized in folders. To expand and collapse resource link folders: Click the expand button next to a folder to expand it. Click the collapse button next to a folder to collapse it. 7

12 The System Information Gadget The System Information gadget displays important information about your Fusion system. The Today s Hotsheet Gadget Hotsheets alert you to changes in the market, such as when a new property is listed, or when a listing s price or status changes. The Today s Hotsheet gadget displays a quick summary of Hotsheet activity from the Home page, up to two days back. To edit your Hotsheet criteria 1. Click Change My Criteria. The Inventory Watch Gadget The Inventory Watch gadget has a number of listing related links and the corresponding number of results for each, based on the previous search. Keep track of the number of Active Listings, Pending Sales, Solds, Open Houses, etc. for yourself, your office or firm. To access inventory information: Click a link to go to the listings search results page. Click the Refresh icon search criteria. to see the most recent numbers for the specific The CoreLogic MarketPulse Gadget Note: Subject to availability in your Fusion system. The MarketPulse provides monthly insight into the current and future health of the U.S. economic climate with particular focus on housing and mortgage metrics. 8

13 Recent Contact Website Activity Gadget Note: Subject to availability in your Fusion system. The Recent Website Activity gadget shows you when clients use their Contact Website to categorize listings and add notes. You can see these notifications in the gadget and/or receive them in an message. You can sort the activity notifications by Date, Activity, Contact or Property by clicking the corresponding tab. To clear an activity notification from the list, click the icon to the right of the entry. From the Recent Website Activities Settings, you can choose to receive activity reports by and/or view on the Recent Contact Website Activity Gadget on the Home Page. You can also set the notification frequency and how many days back to display activity for. To view more detailed information, click the contact name to open the contact record, click the address to view the property report, or click the note to open a window where you can view the text of the note, respond to it, or recategorize the property. To change the gadget settings, click the gear icon in the top right corner. Today s Summary Gadget Note: Subject to availability in your Fusion system. One of the first things you ll want to see when you log on to Fusion is a list of tasks and appointments you have scheduled. The Today s Summary gadget on the Fusion Home Page tells the number of Appointments and To-Dos that are due today, as well as new messages and leads. These numbers also include overdue events and upcoming events with an early reminder. Click Appointments on the Today s Summary gadget to view your appointments on the Schedule tab. Click To-Dos on the Today s Summary gadget to view your tasks on the Schedule tab. Click the refresh button in the gadget s title bar to update numbers. 9

14 My Folder The My Folder feature enables you to bookmark listings for future reference. You can access your folder at any time by clicking the My Folder button at the top of the screen. The number in parentheses indicates how many items are currently saved in your folder. You can only open your folder if there are items in it. Adding Listings to Your Folder 2. Move your cursor over A listing pin on a search or search results map An ID label in a search results grid or gallery 3. Click the Add to Folder link on the Mini-report that appears. Removing Listings from Your Folder 1. Click the My Folder button to open your folder. 2. Move your cursor over the ID label to open the Mini-report. 3. Click the Remove from Folder link. Tooltips Most buttons and icons in Fusion are clearly labeled. There are instances, however, when limited space prevents the inclusion of descriptive labels. In such cases, move your cursor over a button or icon to see a tooltip: a pop-up label that describes the button or icon s function. 10

15 Calendar Controls Getting Started with Fusion Fusion 5.7 Calendar controls enable you to enter dates. To enter a single date: 1. Click the calendar icon to open the calendar control. 2. If necessary, use the next and previous buttons to set the month. 3. Click a number on the calendar to set the date. To enter a date range: 1. Click the calendar icon to open the calendar control. The calendar on the left is used to set the beginning date in the range; the one on the right is for the end date. 2. Set the date range manually by clicking on a number on the calendar or you can select a predefined date range (e.g., 7 days back, 30 days back, year to date) by clicking one of the options on the right-hand side of the control. 3. Click OK. Clearing Input Fields To clear an input field: Click the clear button. 11

16 Lists (Listboxes) Listboxes (often referred to as lists in this guide) are text boxes with expandable lists attached, which enable you to select input options. Your selections then appear in the text box. In many cases, you can choose to see your input as full descriptions: or shorter codes: If you have many selections, it is sometimes easier to see them all in the list- box as codes rather than descriptions. You can type directly into a listbox, and Fusion will automatically complete your input with the first available option that begins with the letters you have typed. In the example below, the user typed de, and Fusion inserted the option Detached. If you type a value that is not a valid option, Fusion will not accept the input. To expand and collapse a list Click the expand/collapse button To select and deselect listbox items: Click an item to select it. Selected items are highlighted. Click a highlighted item to deselect it. You can select a continuous range of items by clicking the first item in the range, holding down the SHIFT key, and then clicking the last item in the range. To switch between code and description input: 1. Move your cursor over the field so that the Options link becomes visible. 2. Click the Options link to open the options panel. 3. Click the Code or Description button. 12

17 Price in Thousands Button The price in thousands feature provides a quick way to enter prices. When the feature is enabled, the thousands button is visible, and you do not have to type the last three zeros of a price greater than 1,000. Both of the following examples result in a search price of $250,000: With the price in thousands feature: Without the price in thousands feature: To turn the price in thousands feature on and off for an input field: To disable the feature, click the thousands button next to the input field. The button will change to show that the feature is disabled. To turn on the feature, click the enable button next to the input field. The button will change to show that the feature is enabled. The Text Editor The text editor enables you to type and format text. 1 Font family list: select a font from this listbox. 2 Font size list: select a font size from this listbox. 3 Bold button: click to make text bold. 4 Italics button: click to italicize text. 5 Underline button: click to underline text. 6 Color selector: click to open the color palette and change text color Bullets button: click to create bullet points. 13

18 Spell Check The text editor has a spell check feature. As you type, possible misspellings are underlined in red. Right-click the misspelled word to see suggested corrections. Select a suggestion to insert it in place of the misspelled word. If you decide that the word is, in fact, spelled correctly, and you do not want Fusion to flag further instances of the word, select Add to my dictionary. Selecting text: If you only want to change the formatting for part of your text (such as a single word or sentence), first select the part you want to change. 1. Place your cursor at the point where you want the selection to begin. 2. Hold down the left mouse button and drag the cursor to the point where you want the selection to end 3. Release the mouse button. The selection should be highlighted. You can now format the selected text. To change text color: 1. Click the color selector button to open the color palette. Select a color: Click a color on the palette to apply the color. If you know HTML color codes, you can type a code in the text box to change the color (the # is not necessary). Mini-Reports The mini-report displays summary information about a listing. Icons at the bottom enable you to perform various actions. Move your cursor over an icon to see a descriptive tooltip. To open a mini-report, move your mouse over a pin on the map, or an ID label in a search results grid or gallery. 14

19 Grid Column Auto-Fit The auto-fit feature enables you to adjust the width of a single grid column, or all the columns in a grid, to accommodate headers and data without cutting off text. To auto-fit a single grid column: 1. Move your cursor over the right-hand border of the header for the column you want to auto-fit. 2. When the cursor changes to two outward-facing arrows, double-click to autofit the column. To auto fit all grid columns at once: 1. Right-click the header row to open a context menu. 2. Select Auto-fit all columns. To Sort a Grid You can quickly sort a grid on a single column. Click the column heading to sort the grid on that column (ascending). Click the column heading again for a descending sort. A triangle in the heading points up or down, indicating the sort direction. To Reorder Grid Columns You can drag and drop columns in any order you choose. 1. Place your cursor over the heading of the column you want to move. 2. Hold down the left mouse button. 3. Drag the column to its new position. 4. Release the left mouse button. 15

20 To Manually Resize the Column Width Information displayed in a column may be truncated from view. You can easily stretch the column to see all the information. 1. Hold the left mouse key down at the edge of where the two column headers meet. The pointer becomes a double-sided arrow. 2. Hold down the mouse button and drag the double-sided arrow to the left or right to resize the column width. Related Topics: For more information on the Grid View, please see the Fusion Searching for Listings Guide. Fusion Experience for the ipad CoreLogic Fusion Experience is a free application you can download from the itunes App Store that makes it possible to access the main features of the Fusion system from your ipad. Fusion Experience on your ipad looks the same as Fusion on your computer, only smaller. 1. Before you begin, note that you need an ipad running IOS 5 or later to use Fusion Experience. You can upgrade your ipad to this operating system through itunes. After you have updated to the latest version, sync your ipad with your computer. 2. Search for and install CoreLogic Fusion Experience from the itunes App Store. It is a free application. 3. Once you have installed the app on your ipad, click the CoreLogic Fusion Experience icon to go to your Fusion login screen and start using Fusion. All of the robust features of Fusion are now available except for the following: Printing Uploading Photos Report Editor Importing/Exporting Data & Images Right-Click Options 16

21 Other Mobile Applications Other mobile multiple listing apps may be available. These tools are specifically designed for mobile devices, including iphone, ipad, Android, and more, and provide you with the latest mobile technologies and user experience. Please check with your board to see what mobile solutions are available in your area. 17

22 2013 CoreLogic, Inc. All rights reserved. CORELOGIC, the CoreLogic logo, FUSION, and REALIST are trademarks of CoreLogic, Inc. and/or its subsidiaries. Microsoft Office, Windows, Windows XP, Windows 7, Windows 8, Windows Server, Internet Explorer, and Outlook are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Macintosh, MacOS, Safari, itunes and ipad are either trademarks or registered trademarks of Apple, Inc. in the United States and/or other countries. Adobe Acrobat, Adobe Reader, and Adobe Flash are either trademarks or registered trademarks of Adobe Systems, Incorporated, in the United States and/or other countries. Firefox is a trademark or registered trademark of the Mozilla Foundation in the United States and/or other countries. Chrome is a trademark or registered trademark of Google in the United States and/or other countries. Other trademarks are the property of their respective owners. Updated February FSNGTST corelogic.com