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This guide has been reviewed against our global client base and classed as relevant to all regions |
If an applicant record needs to be kept on the system but not matched to properties, it can be made inactive
This is often useful when an applicant is progressing with a sale/tenancy or when they need to put their search on hold while they are away
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If you need to be reminded to make an applicant active again, use the call reminder functionality, as outlined in step 2 below. |
1. Make an applicant record inactive From the applicant record:
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2. Set a call reminder If you need to be reminded to make the applicant active again, set a call reminder From the applicant record:
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3. Making an applicant record active From the applicant record:
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When an applicant needs to be kept on the system but not matched to properties, it is possible to make the applicant inactive (which then excludes them from future matches) |