Versions Compared

Old Version 9

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 10

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Image Removed

Info

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAEall regions

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  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 (top right)

  • 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 Print
Image Modified

Select E-mail (or required print option)

Ensure Create journal entries is ticked

Click Proceed


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "match" and type = "page" and space = "RW"
labelskb-how-to-article

Page Propertiesexcerpt
hiddentrue
Related issues

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