Overview 

When clients first open the Home Search page in the app, the search field is empty. Admins can set a default location for the search field that will apply to all clients of all agents. 

This is useful if an agency specializes in a certain geographic region and you want to make sure that clients stay within the correct area in their search. Clients can still replace the search location if they want.

Agents can also set a default location for the Home Search. The agent’s default will override any admin selection. All of the agent's clients will see the agent’s chosen default when they first open the Home Search page.

In this article, we’ll go over how to set the set the default location for the Home Search.

Note: If you are using Follow Up Boss (FUB) as a CRM, you can use the embedded app directly in FUB to accomplish tasks and view information. The article Using Follow Up Boss with Ruuster for more information.

Search Settings

On a mobile device, hit the menu button in the top right. 

For desktops, look at the left navigation bar in the Admin view section. Select Global Settings and then Search Settings.

Enter the default search location you want for all agency clients. Click Save Changes. 

Note: Remember your agents can override this location for their clients.

Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!