Add applicant or property from diary when booking viewing or MA

Create viewing appointment in diary & add new applicant

From diary:

• Find appropriate date/time for the appointment and add all other details as usual

• Enter applicant surname in Applicant search field and press enter (or click magnifying glass icon)

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• If there are no matches, a prompt to create a new applicant record will be offered, click Yes

  • The usual process to add an applicant will start - add applicant record as usual

• If there are matches, the applicant search screen will be displayed - ensure the applicant record does not exist, then click Add (top left)

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  • The usual process to add an applicant will start - add applicant record as usual

• When you have finished adding detail to the applicant record, click Save (on applicant record)

• The new applicant record is added to the new viewing appointment

Create MA appointment in the diary & add new property

From diary:

• Find appropriate date/time for the appointment and add all other details as usual

• Enter first line of property address or postcode in Property search field and press enter (or click magnifying glass icon)

• If there are no matches, a prompt to create a new property record will be offered, click Yes

  • The usual process to add a property will start - add property record as usual

• If there are matches, the property search screen will be displayed - ensure the property record does not exist, then click Add (top left)

  • The usual process to add a property will start - add property record as usual

• When you have finished adding detail to the property record, click Save (on property record)

• The new property record is added to the new market appraisal appointment