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This is a useful and timesaving mailing tool to get details of multiple relevant properties out to each matched applicant within a single mailing per contact
Example
Match 1 15 Green Avenue matches to: Mrs Harrison Mr Goodall Mr & Mrs Parker Mr Johnson
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When these
matches
are collated...
| Mrs Harrison receives details of 15 Green Avenue & Old School House
Mr Goodall receives details of 15 Green Avenue & 30 Mill Lane
Mr & Mrs Parker receive details of 15 Green Avenue, 30 Mill Lane & Old School House
Mr Johnson receives details of 15 Green Avenue
Mr Upton receives details of 30 Mill Lane & Old School House
Mrs Taylor receives details of Old School House
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Match 2 30 Mill Lane matches to: Mr Goodall Mr & Mrs Parker Mr Upton
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Match 3 Old School House matches to: Mrs Taylor Mr Upton Mrs Harrison Mr & Mrs Parker
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Running a collated match
Collating can be done via applicant to property matching and/or property to applicant matching
1. Run a match Carry out the first match From the match list: |
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2. Select collate From the Options section: |
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3. Continue matching & collating |
4. Collate matches From the main menu: Click name/office (top left)
Click Tools and select Print Collated Matches
Ensure Collated Match Reports is selected and click Accept
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5. Email collated matches To send the collated matches via email: Select E-mail and click Proceed
Preview the first message, then follow the prompts on screen to send all messages
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Print Options are also available in this screen, allowing letters containing the collated matches to be produced for each matched applicant |
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6. Clear collated matches After sending collated emails, a prompt is displayed to clear the collated matches If you want to use the collated match list again, click No
If you are finished with the collated match list, click Yes
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| Info |
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Matches are logged in the relevant property and applicant journals, as usual |
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| Filter by label (Content by label) |
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| showLabels | false |
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| max | 5 |
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| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
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| showSpace | false |
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| sort | modified |
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| showSpacetype | falsepage |
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| reverse | true |
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| typelabels | pagematch |
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| cql | label = "match" and type = "page" and space = "RW" | labels | match
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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 |
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Collating matches allows multiple match results to be gathered together, resulting in each matched applicant being sent details of the properties they have been matched to in one mailing |
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