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

When giving out individual property details on request, choosing to hand match allows this to be logged in the applicant and property journals

1. Accessing hand match function

  • Right-click over the Match button

  • Select Hand Match

2. Search for applicant

The search screen is automatically displayed allowing you to choose the relevant applicant

  • Search for the required applicant

  • Double-click when found

 Cross reference with advertisement

Dependent on configuration, on selecting the applicant, a message giving the option for the response to be cross-referenced with an advertisement can be offered

- Where relevant, click Yes to select the advertisement
The response to the advertisement will be logged in the
property journal and subsequent advertising reports

3. Log hand match in journal

The applicant will be displayed in this screen

  • Click Exit (top right)

  • When prompted to Create journal entries for match, click Yes

    To email the applicant (or print) details, see 3a

 3a. email (or print) details

Instead of clicking Exit on the screen above: 

- Click Print

- Select E-mail (or required print option)
Ensure Create journal entries is ticked

- Click Proceed

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