Home Screen and the Universal SearchRunning a Search in CDXThe Additional TabKeyword SearchUsing the Map SearchUsing the Suite TabSaving a Search and Setting Up Email Notifications
Saving ResultsManaging Saved Searches and Saved ResultsHow to Add Properties to Existing Saved Results SetsCustomizing the Search Results GridHow to Customize a ReportHow to Save a ReportSetting up your Report Option PreferencesRunning a Comp SearchTenant SearchHow to Use DemographicsUtilizing the "Hits Tracker"Changing the Map Placement on your listingsHome Screen and the Universal Search| Step 1: |
When you first login to the CDX you will be at the Home Screen.
From this screen you will access all of your searches, preferences, saved data, and the Universal Search.
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To use the Universal Search locate the Find a Property search bar at the top of the screen and enter an address or city.
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The less information you enter the more results you will get so don’t be too specific with prefixes.
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The default of the Universal Search is to search the entire property database.
If you wish to just search for available properties be sure to click the For Sale\For Lease button
on the right side of the search bar.
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Running a Search in CDX| Step 1: | From the home screen, click Property Search | | Step 2: | Select a Property Type (Industrial, Office, Land, etc.). | | Step 3: | Select a listing type: For Lease or For Sale | | Step 4: | Enter search parameters: Available Space, Lease Rate, and/or Building Size | | Step 5: | Select a search area (city, county, market, etc.) by clicking one of the six Geographical options | | Step 6: | To narrow your search you can enter specific requirements, including keywords | | Step 7: | Once you are satisfied, click Perform Search in the top right corner
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The Additional Tab| Step 1: | From the home screen, click Property Search | | Step 2: | Once you have filled out Steps 1-5 on the Property Search, you may have additional building features for which you would like to search | | Step 3: | At the top of the screen, click the Additional tab | | Step 4: | Depending on the selected property type, you will see additional features by which to search, including: Yard, Year Built, Parking Ratio and more | | Step 5: | You can also search for a building by the Listing Company or Agent by clicking on Click to select a listing Company and Agent | | Step 6: | Once you have everything set, click Save As to save your search or click Perform Search to view your search results |
Keyword Search
When searching for specific property features that are not search options in the CDX, use the "Keyword Search" in Step 5.
See below for a list of possible keywords:
*Chemical Facility, Clarifier, Computer Facility, Contractor's Yard, Cooler, Crane, Cross Dock, Extra Land, Extra Parking,
Floor Drains, Freight Elevator, Flex-Tech, Food Processing Facility, Free Standing Building, Freeway Frontage, Freezer,
Fuel Tanks, Lab Space, Large Yard, Loft Area, Multi-Story, Part of Industrial Park, Paved Yard, Paved, R & D Facility,
Retail Potential, 6" Steel Reinforced Cement-1500lbs/sf, Sprinklers, Truck Terminal, Truckwell Position, Wet Lab
The Keyword Search now allows you to search by multiple words by using AND and OR as operators. In other words, if you need to find any buildings that have freeway frontage AND extra land you can use the Keyword Search to accomplish this. Using the Map Search| Step 1: |
Go to Property Search and fill out steps 1-3, then select Map Search for Step 4
| | Step 2: | Using the mouse center the map over the desired area. You may zoom in or out using the mouse | | Step 3: |
Select either the Radius or the Polygon button to create a customized search area
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Left click on the map wherever you would like to start your polygon or radius
-For a Radius search, pull the circle out to the desired size and right click, then click Finish Drawing
-For a Polygon search, continue left clicking for each point of the polygon and once you are done right click, then click Finish Drawing
-You can create multiple different areas to search at once using either tool or a combination of both tools
| | Step 5: | Move the cursor over the red pin in the middle of your area and it will indicate the size of your radius or the perimeter of your polygon | | Step 6: |
When satisfied, click OK at the top and continue your search; to start over, click Clear |
Using the Suite Tab| Step 1: |
From the home screen click Property Search | | Step 2: | Run a standard Property Search for Lease. Make sure the Suite (Max Contig) radio button is checked. | | Step 3: | Once you get to the Results Screen, at the top left you will see two numbers: Records and Suites. | | Step 4: |
The default view will show you all the properties that your search returned.
In order to view the specific Suites click on the Suite Tab | | Step 5: |
You are now looking at the individual available Suites that matched your search criteria.
You can select the Suites you would like to include in your report and continue on to the reports.
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Saving a Search and Setting Up Email Notifications
| Step 1: | Run a Standard Property Search | | Step 2: | Once you have completed steps 1-5 on the search screen, click Save As in the top right corner | | Step 3: | From the Save Search screen, enter a title for your search and a description if desired | | Step 4: | Check the box marked Email me when new items are added that match this search | | Step 5: | By checking the two boxes below, you have the option to include photos in the emails and have emails sent even when no new items are added | | Step 6: | Using the drop down menu marked Email Frequency, set the system to e-mail either daily or weekly.
(You must perform the search after you save your query in order for the email notification to take effect) |
Saving Results| Step 1: | Run a standard Property Search. | | Step 2: | Once you have completed steps 1-5 on the Search Screen, click Perform Search in the top right corner. | | Step 3: | From the Results Screen you can select the properties you wish to save, and then click Save Results
in the top right corner. | | Step 4: | You can give your results set a title and then click Save. | | Step 5: | You can access and manage your Saved Results from the home screen under Saved Sets. |
Managing Saved Searches and Saved Results| Step 1: | On the Home Screen in the areas labeled Search Center and Saved Sets, click View All/Manage
to view all of your saved searches. | | Step 2: | By clicking What's New you can access the link to all of the new listings
that have become available for that particular search.
| | Step 3: | Edit or re-run your search by clicking Edit/Run.
| | Step 4: | To delete any saved searches, check the box to the left of the search you wish to delete.
Then click the Delete button in the top right corner of the screen. |
How to Add Properties to Existing Saved Results SetsHave you ever had a Saved Results Set and then wanted to add one more property to it before emailing to a client? Here’s how: | Step 1: | You have already run a property search and saved your results set | | Step 2: |
Now to add additional properties to this Saved Results Set, begin by running a new search for the new properties.
Note: You must run the same type of search in order to add the results. For example if your original
search was an Industrial Lease search, your new one must also be an Industrial Lease search
| | Step 3: | Select the properties you would like to add to your original search results set, and click Save Results in the top right corner | | Step 4: |
In the pop-up dialog window, select Add to Existing Results Set Group, and select the existing results set to
which you would like to add the new properties. Click Add, then Save | | Step 5: |
You can now go Saved Results Sets on the home screen and view the original results combined with the new results, and then create a new report containing everything
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Customizing the Search Results Grid| Step 1: | From any screen, move the mouse to the drop down menu in the top left labeled MyCDX.
Under My Settings select Customize Search Results | | Step 2: | Here you will see a sample search results grid with drop-down lists | | Step 3: |
Using the drop-downs you can customize the data that appears in each section of your results grid,
including whether or not a property photo should appear
Note: Toggle back and forth between the Property and Suite tabs to customize both
| | Step 4: | At any point you can click Reset to Default in the top right corner to reset the grid | | Step 5: | Once you are satisfied with the way your grid is set up, click Save Grids at the top right |
How to Customize a Report| Step 1: |
Run a Property Search and select desired results, then click the More Reports Button
| | Step 2: |
Recommended listing reports for any property type: AIR Brochure, AIR Key Data,
AIR Listing Detail, AIR Tour Package | | Step 3: |
Once you have selected a report, click Continue at the top right
| | Step 4: | From the Report Options screen you can click the boxes at the top to include the "Prepared By" or "Prepared For" information | | Step 5: |
Next you can adjust the sorting of the properties in your report, and using the check boxes, remove broker information, include a map,
add a Report Title, etc.
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How to Save a Report| Step 1: |
Run a standard Property Search | | Step 2: | At the results screen select your desired properties and click More Reports | | Step 3: | At the report selection screen select your desired report and click Continue | | Step 4: | Once you are at the Report Options screen you are able to customize your report.
At anytime during your customization you may click the Save Report button at the top right of the screen. | | Step 5: | You will get a popup where you can title the report and click Save.
Note: you may also save reports once they are rendered into PDF’s. | | Step 6: | You can then come back to this report at a later time and pick up right where you left off
by clicking on the My Saved Reports link at the Home screen and selecting your report. |
Setting up your Report Option Preferences| Step 1: |
From the home screen at the far right, or the MyCDX drop-down menu, click My Preferences | | Step 2: |
The first tab is for your Report Options. Here you can customize the default settings for all of the reports you create in the CDX
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You can set your "Prepared By" information to show up on every report, and also decide which other information should be defaulted to appear every time.
Note: You can always customize a report while you are creating it to alter any of these default settings
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Once you are satisfied with your preferences, click Save |
Running a Comp Search| Step 1: | Choose either Lease Comp Search or Sale Comp Search from the home screen (also available from the Searches drop-down menu at the top of the screen
| | Step 2: | Select a Property Type (Industrial, Office, Land, etc.) | | Step 3: | Enter the transaction size in Leased SF or Sold SF, and enter your Execution or Sale Dates | | Step 4: | Select a search area (cities, counties, markets, etc.) by clicking one of the six Geographical options | | Step 5: | To narrow your search you can enter more specific requirements, including AIR keywords, then click Perform Search | | Step 6: | From the Comps results screen, select desired comps and create a basic or Profile report; you can also export
results by clicking Export or save your results by clicking on Save Results at the top right | | Step 7: | To use a customized version of one of the AIR Transaction Reports, click More Reports, then AIR Transaction Basic or AIR Transaction Profile, then Continue at the top right
| | Step 8: | Customize your report on the Report Options screen. After customizing your report, click Run Report at the top right. You can now save, print or e-mail a PDF version of your report |
Tenant Search| Step 1: |
From the home screen click the Tenants Button
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Fill out Steps 1-4 identifying the type of tenants you are looking for (the more open you keep the search the more
results you will get), then click Perform Search | | Step 3: |
From the results screen you can sort the tenants by clicking on the top of any of the columns. You may also view more
information by clicking on the View button for any tenant
| | Step 4: | You can click on the property address to view more information about each property that a tenant currently occupies | | Step 5: |
Once you have selected the desired tenants you can click Export at the top right to export the results.
Note: you are only allowed to export 3000 tenants per month per user
| | Step 6: | After selecting tenants, you can also click on one of the two reports at the top of the screen:
the Tenant Call List or the Tenant Label. (Label will give you mailing labels in the Avery 5160 Format)
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How to Use Demographics| Step 1: | Run a standard Property Search | | Step 2: | Once you are at the results screen click on the property address (in blue) to look at the specific information on the property | | Step 3: |
Click on the Demographics tab located on the far right of the tab bar
| | Step 4: | Under the demographics tab you can view the demographic information for that specific property | | Step 5: | You can use the drop-down menu to pick a specific type of demographic information to view and print | | Step 6: |
You can also go to the bottom of the screen and use the map by checking the different boxes, and the map overlays will appear.
Note: you can use the map overlays from the standard CDX map (top right of the screen) which allows you to view the Parcel overlays as well
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Utilizing the "Hits Tracker"| Step 1: |
From the home screen click the My Listings link
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You should now be looking at a grid with all of your listings, and on the left side there is a column labeled Hit | | Step 3: |
Click on the number in the Hit column for each listing to view the activity on that listing.
Note: To qualify as a "hit", someone must click to view the specific information on your listing
or include it in a report. Just having it appear in a search will not register as a hit
| | Step 4: |
Once you have clicked on the number, you will see a list of all the people who have looked at your listing or included it in a report, along with
the date on which they looked at it, and their contact information
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Click print at the top right if you wish to print this list
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Changing the Map Placement on your listings| Step 1: |
From the home screen or MyCDX drop-down menu, click My Listings | | Step 2: |
Near the Hit column for each property there is a blue pushpin
| | Step 3: | Click on the pushpin and a map will pop up with a pinpoint for your building | | Step 4: |
If the yellow pinpoint is not centered in the roof of the correct building, left click with the mouse and drag it to the correct location
Note: Make sure to reposition the pin while viewing the Aerial view of the map
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Once you have moved the pin to the correct location, click on the Save New Positions button and you can move on to the next one
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