This guide has been reviewed against our global client base and classed as relevant to all regions
If an applicant record needs to be kept on the system but not matched to properties, it can be made inactive
This is often useful when an applicant is progressing with a sale/tenancy or when they need to put their search on hold while they are away
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:
|  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:
| |
3. Making an applicant record active From the applicant record:
The icon beside the Active status displays differently (compared to the one seen in step 1) | |
to the right of the Activity Feed panel and select Create call reminder
