Versions Compared

Key

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

...

Info

This guide has been reviewed against our global client base and classed as relevant to all regions

This page outlines how to use

...

keywords when matching

...

You cannot manually enter your own keywords into the system; they must first be requested by a key contact via: Click Here

Info
titlePlease 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

...

Image Removed

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

...

Image Removed

3. The Matching screen

  • Make sure you have the following option ticked when matching

Keywords should be used to identify key/potential features for a property or land type that is not recognised as a defined property classification - such as an investment property (as this is subjective)

Tip

Keywords must first be added to your Reapit system configuration - this should be requested via your key contact using this form

Property Attributes are used purely for definitive classifications or identification

1. Select your keyword

From an applicant record:

  • In the Requirements section, click the pencil icon to edit

  • In the Keywords field at the top, start typing your keyword then select from the list
    Image Added

From a property record:

  • In the Attributes section, click the pencil icon to edit

  • Click Keywords & Charges at the top of the screen

  • In the Keywords section at the bottom, start typing your keyword then select from the list
    Image Added

2. Matching using keywords

  • When matching, ensure you have the Keywords option ticked in the matching criteria screen
    Image Added

Tip

If a property and applicant have the same Keyword and the other criteria

...

also correspond, the applicant and property will match

...

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
typepage
reversetrue

...

labelsmatching keywords investment tobereviewed
cqllabel

...

= "match" and type = "page" and space = "RW"

...

Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

...

How to use keywords when matching