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Static Customizable Map
Set the permanent map and display amenities around it with a Static Customizable map!
1 min reading timeProspective Listings – Auto-Update The "Listings" Grid After Changing Inquiry's "Listing" Field
0 min reading timeConfiguration Tool (Admin permissions)
Customization Power
0 min reading timeHow To Check If The Google API Key Is Valid
Learn how to verify the authenticity of your Google API key, ensuring it works correctly.
1 min reading timeHow to Configure Mailchimp in Ascendix Search
Learn how to integrate Mailchimp with your Ascendix Search account to improve your daily workflows.
1 min reading timeWhat's new in AscendixRE 1.29
Available , June 1 2023
0 min reading timeDatabase options
Discover the various database options available and their features.
0 min reading timeListings
Quick intro into Listings
0 min reading timeWhat's New in Ascendix Search 1.16
Available September 12, 2023
0 min reading timeMain Pages of Composer Online Application
Learn more about the main pages of Composer Online, their purposes, and actions that can be done on them.
1 min reading timeWhat's New In AscendixRE 1.25
Available May 6, 2022
0 min reading timeWhat's New In AscendixRE 1.16 Update 2
Available December 6, 2018
0 min reading timeWhat's New In AscendixRE 1.21
Available December 14, 2020
0 min reading timeTesting Email
There is no need to cross the fingers while sending the email campaigns. Just use a testing email to check whether the future email looks as expected.
0 min reading timeHow To Configure External Objects
Learn how to configure external objects
0 min reading timeDeal Closing Process
Learn how to close a deal in AscendixRE
1 min reading timeHow To Configure The Format Of Auto-Populated Record Names In AscendixRE
Learn how to configure the Format of auto-populated record names in AscendixRE
1 min reading timeHow to Configure Automatching
Learn how to set up automatching searches
2 min reading timeHow To Customize Commission Dialog with New Fields
Learn how to add new fields to Commission dialogs in order to better customize and manage them.
1 min reading timeConfigure A Publication Notification
Learn how to set up automated notifications for whenever your publication is updated.
0 min reading timeHow To Set Up The Inside Broker Validation Rules (Disabled By Default)
Learn how to set up the Inside Broker validation rules
0 min reading timePreventing Users From Entering More than 100% commission Splits Between Brokers
Learn how to configure the validation rule for Commission
0 min reading timePrintable Template
Get hands-on experience on how to create a printable template.
0 min reading timeCapital Markets Deal Defined
Learn what a Capital Markets deal is
0 min reading timeWhat's New In AscendixRE 1.24
Available September 21, 2021
0 min reading timeHow To Support Different Deal Close Buttons Depending On The Record Type
Learn how to support different deal close buttons depending on the record type
2 min reading timeChange The Date Format Used To Set Record Names To Use The Organizational Default
Learn how to change the date format used to set the record names
1 min reading timeHow Configure The Mapping Between Deal And Availability (Deal Close logic)
Learn how to configure the mapping between Deal and Availability
0 min reading timeEditable Grid - Allow The User To Sort Content
Learn how to enable users to sort content within an editable grid so they can quickly make changes and reorganize data.
0 min reading timeScheduling Mailchimp Email
Discover how to schedule emails in Ascendix Search
1 min reading timeStay On Top Of Things
Learn how to access notifications in AscendixRE
0 min reading timeDashboards
Insightful Dashboards for Analytics
0 min reading timeConfiguration Of The Image Viewer Via The AscendixRE Admin Console
Learn how to configure the Image Viewer
2 min reading timeWhat's New in AscendixRE 1.27
Available November 11, 2022
0 min reading timeTable Container
Review the flow for taking data from Salesforce into the organized tables in the Composer Online templates.
1 min reading timeColumn elements
Use Columns to structure the template and adjust it easily. Columns guarantee that the structure will not be ruined.
0 min reading timeGeneration Date
The date of the report generation is automatically determined and displayed with Generation Date!
0 min reading timeDynamic Date
Let's clarify how the dates from the Salesforce fields can be automatically grabbed into the reports!
0 min reading timeExtra
Let's see which deep CSS settings can be assigned via the Extra tab.
7 min reading timeDynamic Data
Review how to save resources and compose reports in a couple of clicks.
1 min reading timeHow To Configure Web - To - Inquiry
Learn how to configure Web - to - Inquiry
0 min reading timeMarketing Lists
Discover how marketing lists can help businesses identify and target their ideal customers.
0 min reading timeWhat's New In Ascendix Search 1.7
Available January 18, 2021
0 min reading timeIssues With Email Deliverability
Trobleshooting the challenges of delivering emails to inboxes from AscendixRE
0 min reading timeAdd To Favorites
Learn how to add records, lists, and other pages to favorites
0 min reading timeWhat's New In AscendixRE 1.20
Available October 1, 2020
0 min reading timePersonalize Your Navigation Bar
Learn how to personalize your navigation bar
0 min reading timeCalculation
Use Calculation to allow Composer Online to do math calculations automatically.
0 min reading timeCollaboration & Deal Rooms
Effective Collaboration: Collaboration and Deal Rooms
2 min reading timeWhat's New In AscendixRE 1.19
Available June 16, 2020
0 min reading timeHow To Add Multiple Listings To An Inquiry
0 min reading timeWhat's New In Ascendix Search 1.11
Available May, 2022
0 min reading timeWhat is Automatching Search?
Learn how automatching search can help simplify your daily tasks
0 min reading timeWhat's New In Ascendix Search 1.18
Available April 25, 2024
0 min reading timeSelecting Target Audience via Run Search in Mailchimp
Discover how to use the new search functionality in Mailchimp Integration to effectively select your target audience for your marketing campaigns. Learn how to streamline the process and reach the right audience with precision.
0 min reading timeHow To Pin The Selected Object And Selected Saved Search/List/View
In this post we will explain how to pin the selected object and selected saved search/list/view
0 min reading timeMailchimp Flow in Ascendix Search
Learn how to run flow from Ascendix Search
1 min reading timeWhat's New In AscendixRE 1.23
Available August 23, 2021
0 min reading timeWhat's new in AscendixRE 1.33
Available , November 20 2023
0 min reading timeHow To Reorder Scorecards
Learn how to organize scorecards more effectively for better game tracking and analysis.
0 min reading timeWhat's New In Ascendix Search 1.5
Available September 14, 2020
0 min reading timeWhat's New In AscendixRE 1.22
Available February 4, 2020
0 min reading timeHover Over Functionality
A new functionality that allows you to seamlessly view records on a map by simply hovering over them in the grid.
0 min reading timeHow To Create Custom Logic on the Commission Dialog
Learn how to quickly fill out the Commission dialog fields with the custom logic.
2 min reading timeColor Themes
Discover how to choose and create color themes that enhance your designs.
2 min reading timeAscendix Search Limitations
The following are limitations of the current release of Ascendix Search
3 min reading timeWhat's New In Ascendix Search 1.9
Available August 12, 2021
0 min reading timeErrors and their meanings
This article provides an explanation of common errors and what they mean.
1 min reading timeWhat's New In Ascendix Search 1.3
Available April 9, 2020
0 min reading timeGet Help in AscendixRE
Learn how to access help in AscendixRE
0 min reading timeWhat's New In Ascendix Search 1.13
Available December 29, 2022
0 min reading timeMailchimp Statistics
Learn how to use Mailchimp to track campaigns
1 min reading timeWhat's New In Ascendix Search 1.8
Available March 18, 2021
0 min reading timeWhat's New In AscendixRE 1.13 Update 1
Available June 12, 2018
0 min reading timeWhat's New In AscendixRE 1.26
Available July 15, 2022
0 min reading timeAutomatching and Radius Search Criteria
Learn how to use automatching and radius search criteria to easily refine your search results.
2 min reading timeLocalization Set Up
Learn how to configure localization settings to get the most out of the features associated with them.
1 min reading timeHow to set up Google Maps API key
1 min reading timeReport Generation in Composer Online
Review the options to generate printable, email, and microsite reports via Composer Online.
0 min reading timeInquiries
Quick intro into Inquiries
0 min reading timeDynamic Map
Automatically grab the location of the property mentioned in the CRM - Dynamic Map will determine it and display it on Google Maps.
0 min reading timeWhat's new in AscendixRE 1.31
Available , August 9 2023
0 min reading timeHow To Connect To Your Mailchimp Account
Learn step-by-step instructions for connecting to your Mailchimp account.
0 min reading timeStatic Image
Add permanent images to the reports and manage their display easily!
1 min reading timeHow To Create/Edit Commission Records In Ascendix Search
Learn how to create/edit commission records in Ascendix Search
0 min reading timeWhat's New In AscendixRE 1.18
Available December 5, 2019
0 min reading timeDefine Custom Buttons On The Editable Grid
Learn how to define custom buttons on the Editable Grid
1 min reading timeDynamic Link
Let's clarify how the links from the Salesforce fields can be automatically grabbed into the reports!
0 min reading timeDecorations
Review how to make the template more colorful with the Decorations tab.
0 min reading timeBlocks Tab
Some ready-to-use pieces of the templates are stored in the Blocks tab - just select the required one and speed up the template preparation process!
0 min reading timeHorizontal Line
Horizontal line helps to decorate the report and separate blocks of the content.
0 min reading timePage Break
Use Page break for the correct content separation in the report.
0 min reading timePage Number
Let's review how to mark the pages with automatically generated page numbers based on the final report length.
0 min reading timeGeneral
Let's see how General tab can help with styling the template. The tab is a settings block in the templates.
0 min reading timeTable of Contents
Compose a table of contents without any effort - just add this element and the chapters will be generated automatically!
0 min reading timeStatic Text
Use Static text if there is a need for permanent text on every new report.
0 min reading timeDynamic Customizable Map
Display amenities around the property and style the map with a wider number of settings by using a Dynamic Customizable Map.
1 min reading timeTemplate editor basics
Watch the video where the interface of the Printable template editor is described, and the main possibilities are explained.
2 min reading timeStatic Link
Place non-changeable links into the templates with Static Link which will remain permanent in every next produced report.
0 min reading timeUse Global Actions
Learn how to use global actions accessible from anywhere in AscendixRE
0 min reading timeConditions
Conditions help to replace the data grabbed to the report with values set on custom.
1 min reading timeFilters
Skip the data which does not match the conditions by using Filters.
2 min reading timeConfigure The Mapping Between Deal and Listing (Deal Close Logic)
Learn how to configure object field mapping for Listing Pursuit deal record type
0 min reading timeSwitch Apps
Learn how to access and switch between apps
0 min reading timeAdding Commissions
Learn how to add commissions in AscendixRE
0 min reading timeApplication UI
Interface Overview
0 min reading timeDynamic Image
Automatically grab the images stored in the CRM and forget about re-uploading with Dynamic Images!
0 min reading timeHow to configure Editable Grid for Related Lists
Learn how to set up editable grid for your related lists in Salesforce.
2 min reading timeAscendix Search Interface
Ascendix Search interface explained
0 min reading timeConfigure List Of Objects For Composer
Learn how to use Composer to configure lists of objects in a structured and organized way.
0 min reading timeNext Steps With AscendixRE
Learn about next steps with AscendixRE
0 min reading timeHow To Disable Commission Logic
Learn the steps to effectively switch off commission logic for your business.
0 min reading timeUser Default Views
Learn what default views are and how to change them
0 min reading timeWhat's new in AscendixRE 1.30
Available , July 31 2023
0 min reading timeHow To Add The AscendixRE Scorecards Component To The Lightning Record Page
Learn how to add scorecard
1 min reading timeSearch for Records, Files, & Groups
Learn how to use global search to find records, files, groups, and more
0 min reading timeHow To Remove Capital Source Object From UI
Learn how to hide the Capital Source object from UI
1 min reading timeUser Roles
Investigate the roles and the level of access for users in Composer Online.
0 min reading timeTypography
Adjust the text flexibly with the Typography tab.
1 min reading timeSearch result - "Refresh View" component is not working
Known issue
0 min reading timeAscendixRE Limitations
The following are limitations of the current release of AscendixRE
1 min reading timeProperties
Quick intro to Properties
0 min reading timeHome
Quick overview of the Home tab
0 min reading timeDimension
Let's see how the sizes of the elements can adjusted in the template by using the Dimension tab.
1 min reading timeWhat's New in Ascendix Search 1.15
Available July 26, 2023
0 min reading timeHow to set up the OpenAI API key
0 min reading timeWhat's New In Ascendix Search 1.14
Available March 10, 2023
0 min reading timeWhat's New In AscendixRE 1.14
Available June 20, 2018
0 min reading timeReports & Dashboards
Quick intro into Reports and Dashboards
0 min reading timeAccessing Composer Online
Learn how to access Composer Online from
0 min reading timeHow To Use The Range Option In Ascendix Search
Learn how to use the range operator in Ascendix Search
0 min reading timeCurrent User Container
Need to fill in your personal info instead of contact details saved in Salesforce? Just use the Current user container for this!
0 min reading timeHow To Add Contacts/Leads to a Campaign
0 min reading timeLog Into AscendixRE
Learn how to log into AscendixRE
0 min reading timeWhat's New In Ascendix Search 1.6
Available November 17, 2020
0 min reading timeUser Roles
From Anonymous Guests to Empowered Interactions
0 min reading timeBug Reporting Tool
To easily notice the issues with all the required technical details, there is a bug reporting tool implemented in Composer Online.
0 min reading timeWhat's New In Ascendix Search 1.12
Available August 29, 2022
0 min reading timeHow To Enable The Image Viewer
Learn how to enable the Image Viewer
0 min reading timeWhat's New In AscendixRE 1.16
Available September 9, 2018
0 min reading timeHow To Disable The Commission Validation Rule “The Total Fee Percent Value Should Not Exceed 100% For Inside Broker”
Learn how to disable the Commission validation rule
0 min reading timeInquiries
Inquiries Management in Standalone MarketSpace
0 min reading timeStatic Map
Set the location of the property which will remain permanent in every newly generated report by using Static Map.
0 min reading timeWhat's New In AscendixRE 1.15
Available August 10, 2018
0 min reading timeOrganization Settings in Composer Online
Review how Manager users can adjust the organization workspace with Organization settings.
0 min reading timePreview Feature in Composer Online
Preview your reports before generating them
0 min reading timePerforming Your First Search
Learn how to perform your first search using Ascendix Search
3 min reading timeAllow the system to save the width in Editable Grid
Learn how to enable the system to save the width in an Editable grid, providing you with a more convenient and customized experience when working with grids in your system.
0 min reading timeHow To Use Radius Search in Ascendix Search
Learn how to use Radius Search in Ascendix Search
1 min reading timeHow to View Mailchimp Report Details
Discover important insights and data analysis from the latest Mailchimp report to enhance your email marketing strategy and improve campaign performance.
1 min reading timeGeocoding Configuration For Custom objects
Learn how to configure geocoding for custom objects in Ascendix Search
1 min reading timeWhat's New In Ascendix Search 1.4
Available August 19, 2020
0 min reading timeAvailabilities
Quick intro into Availabalities
0 min reading timeAttachment collections difference
Learn about different attachment collection types.
0 min reading timeAdding The Most Recent Note To The Record
Learn how to add the most recent note to the record
1 min reading timeView Profile & Manage Settings
Learn how to access your profile and manage settings
0 min reading timeAccounts & Contacts
Learn what Accounts and Contacts are
0 min reading timeHow Users Can Create List Views
Learn how to create a list view in AscendixRE
0 min reading timeList Views
Intro into List Views
0 min reading timeDynamic Text
Let's clarify how the text from the Salesforce fields can be automatically grabbed into the reports!
1 min reading timeHow To Manage Geocoding In Your Organization
Learn how to work with geocoding limits
1 min reading timeWhat's New In Ascendix Search 1.10
Available January 11, 2022
0 min reading timeWhat's New In Ascendix Search 1.17
Available January 4, 2024
0 min reading timeWhat's New In AscendixRE 1.17
Available April 17, 2019
0 min reading timeWhat's New In AscendixRE 1.18 Update 1
Available February 24, 2020
0 min reading timeAggregation
Aggregation allows doing complex calculations outside Salesforce with the same productivity.
1 min reading timeWhat's new in AscendixRE 1.32
Available , October 6 2023
0 min reading timeHow To Specify The Record ID for The Image Viewer
Learn how to specify the record ID for the Image Viewer
0 min reading timeChange Limitation Number Of Records in Template
Learn how to modify the maximum number of records displayed in a template.
0 min reading timeHow To Use Search Map Option In Radius
Discover how the new Expanded Radius functionality can enhance your user experience and provide you with access to additional features within the platform.
0 min reading timeMailchimp
Learn how to personalize the email newsletters by using Mailchimp merge tags in the templates.
0 min reading timeDeals
Learn what Deals are and more
0 min reading timeHow To Run Search From Flow
Learn how to quickly and easily run searches in or across flows.
1 min reading timeStatic Lists
Discover Static Lists.
0 min reading timeStacking Plan Configuration
Learn how to configure the Stacking Plan
0 min reading timeMailchimp Dialog Design and Functionalities
Gain an understanding of how to design and use dialogs for creating optimized user experiences with Mailchimp.
1 min reading timeHow To Disable New Action For Objects in Ascendix Search
Learn how to block, or prevent, new actions from being applied to objects within the Ascendix Search platform.
0 min reading timeListing portal
MarketSpace Editing Capabilities
2 min reading timeEmail campaigns
Mastering Email Campaigns in MarketSpace
6 min reading timeWhat's new in AscendixRE 1.34
Available , March 6 2024
0 min reading timeWhat's New In AscendixRE 1.16 Update 1
Available October 10, 2018
0 min reading timeLeases
Quick intro into Leases
0 min reading timeAdding multiple commission records
0 min reading timeWhat's New in AscendixRE 1.28
Available March 28, 2023
0 min reading timeHow To Select Sender's Email In Ascendix Search
Learn the how to add the Organization-Wide Email Address and select the sender's email in Ascendix Search
0 min reading timeMain Template Types and Categories
Review the types of templates in Composer Online to know which reports can be generated via the tool.
2 min reading time