Estate Agent Pro Enterprise

Applicants Matching Screen

Applicants Matching Screen

Previous topic Next topic No expanding text in this topic  

Applicants Matching Screen

Previous topic Next topic JavaScript is required for expanding text JavaScript is required for the print function  

This screen is displayed when matching applicants to properties from the Properties Screen.

 

Matching Screen

 

In the Applicants to Match Against group there are three check boxes, the meaning of which is as follows:

 

New

This check box is ticked by default and, if ticked, will include in the list of matched applicants those applicants that have not matched against the applicable property previously.

Previously Matched

This check box is unticked by default and, if ticked, will include in the list of matched applicants those that have previously been matched against the applicable property.

Only Match Applicants belonging to...

The initials of the negotiator dealing with the relevant property will appear here. Tick this check box if you only wish those applicants assigned to this negotiator to be included in the match. The other two check boxes are still applied.

Match Applicants Registered at

Select the branch's applicants you wish to match against. This defaults to all branches. If you only have one branch this option will not be shown.

 

Untick the applicant statuses that you don't want to include in the search. These statuses are configurable by your system administrator.

 

Clicking on the Select All button will select all statuses to include whilst clicking on the Select None button will unselect all of them.

 

Clicking on the Go Button button closes this screen and proceeds with the matching process. The Applicant/Property Matching Screen will be displayed when this process is complete.

 

Closing this screen will abort the matching process.