Versions Compared

Version Old Version 10 New Version Current
Changes made by

Fiona Hardy

Fiona Hardy

Saved on

Key

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

...

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)

Image Modified
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

Image Removed
  • Image Added

  • Complete the Call Reminder screen and click Save

Image Removed
  • Image Added

  • 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

    Image Modified

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)

Image Removed
  • Image Added
Tip

The icon beside the Active status displays differently (compared to the one seen in step 1)

Filter 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"
labelsmatch productguide
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 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)

...