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When giving out individual property details on request, choosing to hand match allows this to be logged in the applicant and property journals.


1. Accessing hand match function

  • Right-click over the Match button

  • Select Hand Match

2. Search for applicant

The search screen is automatically displayed allowing you to choose the relevant applicant

  • Search for the required applicant

  • Double-click when found

Expand
titleCross reference with advertisement

Dependent on configuration, on selecting the applicant, a message giving the option for the response to be cross-referenced with an advertisement can be offered

  • Where relevant, click Yes to select the advertisement

    The response to the advertisement will be logged in the property journal and subsequent advertising reports



3. Log hand match in journal

The applicant will be displayed in this screen

  • Click Exit 

  • When prompted to Create journal entries for match, click Yes


To email the applicant (or print) details, see 3a

Expand
title3a. email (or print) details

Instead of clicking Exit on the screen above: 

  • Click Report
  • Select E-mail (or required print option)

  • Click Proceed



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