Applicant List
🧾 Applicant List Overview
The Applicant List provides a comprehensive view of all Contacts who have active Property Requirements and a Status of Current. This includes not only those marked as Applicants, but also Vendors and Landlords who are actively seeking properties.
📋 What the List Displays
Each entry in the Applicant List includes the following details:
🔍 Filtering Options
You can refine the list using a wide range of filters:
🛠️ Available Actions & Tools
From the Menu button or by right-clicking on a contact, you can access the following options:
✏️ Contact Management
Edit – View and update full contact details
New Contact – Add a new contact to the system
🗒️ Notes & Tasks
Note – Add a new note to the contact record
Task – Create a new task linked to the contact
💬 Communication Tools
Address Labels
Send a Letter
Send an Email
Send an SMS Text
🏠 Property Matching
Match Properties – Opens the Select Properties screen (note: no properties are pre-selected by default)
📊 Reports
Contact List
Applicant Charts
Appointment Analysis
Contact Export
🔧 Utilities
Find – Search for text within the screen
Export Grid to Excel – Export the current view
Refresh – Reload the latest applicant data and reset filters (Market Position and Areas set to All)
Filter Rows