Add an applicant alert

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

An alert can be created on an applicant record - this alert displays on the applicant Activity Feed and the associated contact record

AgencyCloud 12.152+ also allows property alerts to be added: https://reapit.atlassian.net/wiki/spaces/RW/pages/1806041089

Pre-Agency Cloud 12.152, alerts can also be created from a contact record & a tenancy record, see guides: https://reapit.atlassian.net/wiki/spaces/RW/pages/1794343140 https://reapit.atlassian.net/wiki/spaces/RW/pages/90112067

One applicant alert can be added
An applicant alert is added in addition to any other types of alert currently in place

1. Create applicant alert

Open the applicant record where the alert is to be added

From Activity Feed panel:

  • Click and select Create applicant alert

  • Enter alert text

  • Click the cross (top right corner) to save & close the alert

  • A prompt will be displayed - click Yes

2. View alert

  • Alerts are displayed at the top of the applicant Activity Feed

    The alert is also displayed on the contact record, see step 3

    The alert will stay in place until it is updated or cleared, see step 4

3. Applicant alert on contact record

The alert is also displayed on the contact record

Alert links allow you to navigate to the associated applicant record

4. Edit/clear alert

From the applicant alert:

  • Right-click alert for options to Edit alert or Clear alert

    • Edit alert
      Alert text window is displayed, update alert and close window

    • Clear alert
      Prompt is displayed, click Yes to clear

 

Where configured, alert changes can be added to the Activity Feed, click here for more information