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This guide has been reviewed against our global client base and classed as relevant to |
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all regions |
Identity check information is stored in the contact record
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but can be entered on the applicant, vendor, tenant, landlord or contact screens
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- this information can be reported on using Power Reports
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There are various configuration options for how ID can be entered, edited and updated, a configuration options section at the end of this page outlines these
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Where required/enabled, the Identity Check screen also allows Landlord Registration and/or Right To Rent check information to be entered, |
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these guides provide more information: |
Enter ID information
1. ID Check icon ID can be viewed/entered on an applicant, vendor, tenant, landlord or contact screen - shown top left of the record From applicant, vendor, tenant, landlord or contact |
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1. ID Check icon
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2. Identity Check screen
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Add new primary & secondary ID details From the ID check screen (shown above):
From the Primary ID |
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or Secondary ID field:
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3. Complete ID Check status (where required) The status of the ID check process is logged at the top of the screen
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Reporting on ID
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From version 12.181, ID Check reporting functionality has been enhanced to include more criteria options plus the ability to run ID Check reports as a report type, rather than as a sub-report within a contact record - click here for more information: ID check report enhancements - including RTR & Landlord Registration reporting |
ID check information can be reported on using Power Reports From main menu:
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The ID Check sub-report is added to the contact report criteria:
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- Click here for an example report
6. Configuration options
ID checking can be configured as required - all options listed are configured by Reapit Support
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To report on contacts where ID does not exist:
Example Running this report will return contacts from the current office that do not have any ID entered |
Configuration options & ID related processes
Available configuration options
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ID related processes |
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Related articles
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Note |
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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 | ||
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How to enter ID checks and report on them, as well as different configuration options available |