🧾 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:
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Last Name
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First Names
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Company Name
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Telephone Numbers
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Category (Buy / Rent)
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Beds
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Minimum Price
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Maximum Price
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Market Position
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Additional Requirements
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Last Note/Task
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Last Contacted
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Days Active
🔍 Filtering Options
You can refine the list using a wide range of filters:
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Category – Buy or Rent
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Market Position
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Areas
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Property Types
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Price Range – Min / Max
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Floor Area (sq ft)
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Land Area (acres)
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Usage
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Branch
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Source
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Assigned to User
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Bedroom Range – Min / Max
🛠️ Available Actions & Tools
From the Menu button or by right-clicking on a contact, you can access the following options:
✏️ Contact Management
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Edit – View and update full contact details
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New Contact – Add a new contact to the system
🗒️ Notes & Tasks
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Note – Add a new note to the contact record
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Task – Create a new task linked to the contact
💬 Communication Tools
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Address Labels
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Send a Letter
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Send an Email
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Send an SMS Text
🏠 Property Matching
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Match Properties – Opens the Select Properties screen (note: no properties are pre-selected by default)
📊 Reports
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Contact List
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Applicant Charts
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Appointment Analysis
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Contact Export
🔧 Utilities
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Find – Search for text within the screen
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Export Grid to Excel – Export the current view
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Refresh – Reload the latest applicant data and reset filters (Market Position and Areas set to All)
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Filter Rows