Changes to applicant quick search function via main menu

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 bar

  • Only 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:

  • Click Applicant

  • Use the search bar shown to the right to carry out a quick applicant search

    Applicant menu option plus quick search field.png

No archive search

  • Only live applicants will be returned

  • Archived applicants will not be included

Example

When searching for an archived applicant via applicant quick search:

  • If the search does not return any matches, the option to click advanced search is offered

    Applicant not found - advanced search option shown.png
  • OR, if the search does get live applicant matches, click Advanced Search at the bottom of the menu bar

    Applicant not found - advanced search button.png
  • The Advanced Search screen is displayed pulling through the previous search term

    • Tick Archive
      Any archived applicants matching the search term are displayed on the right

Applicant not found - advanced search screen.png

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

  • Only one wildcard search is used in a search

  • The wildcard is only applied to the end of the search term, rather than to every space within the search term/phrase, as done previously

Example

  • Searching for ‘sam johns' will return results that match exactly and also those that start with the full search term (the wildcard is applied after 'johns’)

  • Prior to this release, a wildcard would also be applied after the first name

    • For example, searching for ‘sam johns' would have returned the applicant in the example below, along with samuel johns, samantha johns, sami johns etc.

    • Searching will now only return applicants that contain 'sam johns' at the start of the search term

      Applicant  search - wildcard.png

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

  • 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

This change results in a quicker search process

Related articles

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