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Tip

If you need to be reminded to make an applicant active again, use the call reminder functionality, as outlined in step 2 below

1. Make an applicant record inactive

From the applicant record:

  • Click the arrow beside the Active option

  • Select Mark as inactive

  • Click Save (top right)

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title2a. Call reminder set
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Tip

The icon beside the Active status will change (see step 3)

2. Set a call reminder 

If you need to be reminded to make the applicant active again, set a call reminder

From the applicant record:

  • Click (plus) to the right of the Activity Feed panel and select Create call reminder

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  • Complete the Call Reminder screen and click Save

The Call Reminder will be displayed in the applicant Activity Feed panel, see 2a 
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  • The Call Reminder will be displayed in the applicant Activity Feed panel and will also be displayed on your Organiser from the reminder date, until it is marked as Complete

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3. Making an applicant record active

From the applicant record:

  • Click the arrow beside the Active option

  • Select Mark as active

  • Click Save (top right)

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Tip

The icon beside the Active status displays differently


(compared to the one seen in step 1)

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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

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When an applicant needs to be kept on the system but not matched to properties, it is possible to make the applicant inactive (which then excludes them from future matches)

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