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This page outlines how to use Keywords when matching.

Info
You cannot manually enter your own keywords into the system;

they must first be requested by a key contact via: Click Here

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title	Please Note:

We do not use an attribute to define investment, as this is subjective and attributes are used for definitive classifications / identification.

1A. Where to select your Keywords (Applicant)

Go to your Applicant Record

Click on Requirements

Select or enter your Keyword at the top of the menu

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1B. Where to select your Keywords (Property)

Go to your Property Record

Click on Attributes

Click on Keywords & Changes

Select or enter your Keyword at the bottom of the menu

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3. The Matching screen

Make sure you have the following option ticked when matching

your key contact can request that they are added on the system via this form

Keywords are useful for identifying such properties as investments. Investments are not set as a predefined property attribute in Reapit; Attributes are used purely for definitive classifications or identification.

1. Select your keyword

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title	From an applicant record

From the applicant record:

In the Requirements section, click the pencil icon to edit
In the field at the top, select or enter your keyword
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title	From a property record

From the property record:

In the Attributes section, click the pencil icon to edit
Click Keywords & Charges at the top of the screen
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In the Keywords section, select or enter the required keywords

2. Matching

When matching, ensure you have the Keywords option ticked in the matching criteria screen
If a property and applicant have the same Keyword and the other criteria meet, they also correspond, the applicant and property will match

Version	Old Version 1	New Version 2
Changes made by	Dave Marshall	Fiona Hardy
Saved on	Feb 12, 2020	Feb 12, 2020

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