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This guide has been reviewed against our global client base and classed as relevant to all regions

You may find that you have an applicant that won't match to a property, or vice versa - this article explains the steps to work through to resolve a matching issue


1. Remove match filters

  • From the property/applicant record, click Match

  • From the match filter screen, remove each filter tick box, one by one, leaving each box un-ticked after every match attempt

    This allows you to see which filter is preventing the records from matching, as you un-tick each one

  • e.g. first remove Acreage filter then click Accept to run the match
    • Check for the required record
    • If not shown, return to the match filter screen
    • Remove the next filter, and repeat


2. Example

  • The Acreage filter was removed first, but clicking Accept to run the match did not show the expected applicant in the match result

  • The Location filter was then removed and Accept clicked to run the match

    The expected applicant appeared in the match results

  • This check then pinpoints that the property/applicant Location is affecting the match

If the match only appears after you have removed all filters, this pinpoints that it is one/more of the following that is affecting the match:

  • property Department
  • property Available setting
  • property Price/Rent

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