Applicant List
The Applicant List provides a list of all Contacts with Property Requirements who have the Status of Current. Therefore, this list can include both Vendors and Landlords, as well as contacts with a Type of Applicant.
The Applicant List displays the following information about each contact:
Last Name
First Names
Company Name
Telephone Numbers
Category
Beds
Min Price
Max Price
Market Position
Additional Requirements
Last Note/Task
Last Contacted
Days Active
The screen can be filtered on:
Category - Buy / Rent
Market Position
Areas
Property Types
Price Range - Min / Max
Floor Area (sqft)
Land Area (acres)
Usage
Branch
Source
Assigned to User
Bedroom Range - Min / Max
On the Applicant List screen, the following buttons are available from the Menu button, or by right-clicking:
Edit - view each Contacts full details
New Contact - add a new contact
Note - new Notes against a Contact
Task - new Tasks against a Contact
Match Properties - when accessed from here the Select Properties screen will not tick on any Properties by default.
Reports - the report button provides the following options;
Contact List
Applicant Charts
Appointment Analysis
Contact Export
Letters, Emails & SMS Texts - the report button provides the following options;
Find - find text on screen
Export Grid to Excel
Refresh - click the Refresh button to display the latest applicant information and set Market Position and Areas to All.
Filter Rows - this will enable/disable the Filter Rows column allowing multiple contacts to be selected allowing the Letters, Emails and SMS Text option to be used for multiple records.