Versions Compared

Key

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

...

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
  • and select Hand Match

Image Removed
  • Image Added

2. Search for applicant

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

  • Search for the required applicant


Double
  • and double-click when found

Image Removed Expandtitle
Cross 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

Image Removed
  • Image Added
-
  • 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

If you want to email/print details, skip to step 4

The applicant will be displayed in this screen

  • Click Exit (top right)

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


To email the applicant (or print) details, see 3aImage RemovedImage Removed Expand
title3a. email (or print) details
Instead of clicking Exit on
  • Image Added

4. Email/print details

To email or print details, from 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
sortmodified
showSpacefalse
reversetrue
typepage
cqllabel = "match" and type = "page" and space = "RW"
labelskb-how-to-article
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

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

...