Logging applicant Financial Services Permission - configuration options
This guide has been reviewed against our global client base and classed as relevant to all regions
A variety of configuration options are available to log whether an applicant has given permission to be contacted by Financial Services (FS) and whether they have booked a Financial Services appointment
Financial Services reporting on applicants can also be set-up
To enable any of the configuration options outlined on this page, click here to contact Reapit Support
Basic level configuration
Prompt for FS Permission on applicant save When adding/updating an applicant and clicking save, a prompt can be displayed From the applicant record:
If Not Yet Asked is left selected, the Financial Services Permission prompt will continue to be displayed when saving, until Permission Refused or Permission Given is selected | |
Send FS referral email When Permission Given is selected (from the Financial Services Permission screen):
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Additional options
Prompt after entering applicant status When adding/updating applicant status, the financial services permission prompt can also be displayed From the applicant record:
| If Not Yet Asked is left selected, the prompt will continue to be displayed after accessing and closing the Applicant Status screen, until Permission Refused/Given is selected |
Financial Services option on applicant screen A Financial Services button can be displayed on the applicant screen This allows the Financial Services Permission status to be viewed and/or changed at any time, as required From the applicant record:
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Option to log appointment booked & prompt When this option is enabled:
| a - Extra box on FS Permission screen
b - Extra prompt to ask if appointment booked |
Reporting on applicant FS Permission & FS Appointment Booked
From the main menu:
Example report This report will return:
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