Changes to applicant quick search function via main menu
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.208
All changes to applicant searching outlined here relate to when searching via the Applicant option on the main menu
The changes outlined below are similar to those implemented from version 12.201.5 for property quick search, as outlined here: https://reapit.atlassian.net/wiki/spaces/RW/pages/2648178694
Various changes have been made to the applicant quick search function, carried out via the main menu, to increase efficiency and system performance - the changes can be summarised as follows:
No archive search
Only live applicants will be returned, archived applicants will not be included - this will result in a faster search process
For archived applicants, the existing Advanced Search function should be used instead
Prior to this release, archived applicants may have been searched for and shown in the menu barOnly one wildcard* search applied
Only one wildcard search is used in a search, plus the wildcard is only applied to the end of the search term, this change results in more relevant applicant search results being returned
Prior to this release, multiple wildcards were applied throughout the search term/phrase
*wildcard = a special character that represents one or more other characters in a search
Intelligent searching
More intelligent logic is now applied to the search term - matching the search type to the search text, where possible - for example:If the search includes a number, or a street suffix like Road, Avenue etc. - an address search is applied
If the search includes a title (e.g. Mr), a name search is applied
Each change is explained in more detail below, including how to access applicant quick search:
(click a link to skip to a section)
Access applicant quick search function
The applicant quick search function is accessed via the main menu:
|
No archive search
Example When searching for an archived applicant via applicant quick search:
This change results in a quicker search process |
Only one wildcard* search applied
*wildcard = a special character that represents one or more other characters in a search
Example
This change results in a quicker search process |
Intelligent searching
More intelligent logic is applied to the search term entered - matching the search type to the search text, where possible
This change results in a quicker search process |
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