Estate Agent Pro Enterprise

System Administration - Applicant Options

System Administration - Applicant Options

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System Administration - Applicant Options

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hmtoggle_plus1 Classifications

 

AdminOptionsAdminApplicantClassifications1

 

Up to five classifications can be defined for applicants. These must be common across all branches. Once defined the input of them is mandatory for all applicants. Please bear in mind that when these classifications are changed, the classifications set for all existing applicants will also need to be changed.

 

Clicking on any Classification Name will display the entries for that classification.

 

Classifications can be added by clicking on the Add Button button on the navigation panel. See How do I use the navigation buttons? for more information.

 

AdminOptionsAdminApplicantClassifications2

 

 

Up to 31 entries can be defined for each classification. In the example given above they are cryptic in case applicants see the applicant screen where they are used.

 

When you have finished making changes click the Save Button button on the navigator panel to save the changes.

 

hmtoggle_plus1 Force Refresh

 

AdminOptionsAdminApplicantForceRefresh

 

If you are advised by technical support to refresh (re-synchronise) an applicant this is where it can be done. Either click on the applicant in the applicant list or use the progressive search facility to locate them and then click on the Include Button button. As many applicants can be refreshed as required but please do not refresh applicants unnecessarily. Applicants can be removed from the refresh list by clicking on them and then clicking on the Remove Button button.

 

To process the applicants to be refreshed click on the Save Button button. Unless the synchronisation process is busy with a large upload or download all data connected with these applicants will be refreshed to all branches in the background within a minute or so. There is no need to keep this screen open.

 

Notepin Please note that this option will be disabled if you only have one branch.

 

hmtoggle_plus1 Options

 

AdminOptionsAdminApplicantOptions

 

Fill in New Applicants Search Criteria with Branch Name

If this option is selected then any new applicant will have the name of your branch entered in to their area search criteria. This means that, unless changed, they will not match with any property that is not in your town. It is recommended that you leave this option set as 'No'.

Print File Card on Applicant Deletion

This option is included for historical purposes and it is recommended that this option is left set as 'No'.

Show Property/Response Columns in Applicant Notes

You can associate each dated note added for an applicant with a property if so required. It is recommended that this option is left set as 'No'.

Store Applicant Matches as Events

By default, when a property is matched with an applicant, or vice versa, it is recorded as an event. If this option is turned off then you will have no record of it. It is strongly recommended that you leave this option set to 'Yes'.

Store Applicant Matches only after Sending Letter, etc.

As an alternative, you can set this option which will then only store a matching event when a communication is sent to them from the Applicant/Property Matching Screen. It is recommended that you leave this option set as 'No'.

Include in Matching Mailing

If this option is set to 'No' then every new applicant will have to have the corresponding option on the Applicants Screen set manually. It is recommended that you leave this option set to 'Yes'.

Include Sale Agreed and Under Offer Properties when Matching

Whether or not to include sale agreed and under offer properties when matching properties from the Applicants Screen.

 

hmtoggle_plus1 Print Blank Cards

 

Print Button

Click on this button to print any number of blank applicant cards. It is recommended that you add applicants directly into the system rather than record them manually first.

 

hmtoggle_plus1 Status

 

AdminOptionsAdminApplicantStatus

 

Up to 31 applicant statuses can be defined for applicants. These must be common across all branches. Once defined the input of them is mandatory for all applicants. Please bear in mind that when these statuses are changed, the statuses set for all existing applicants will also need to be changed. A colour can be assigned to each status.

 

Click the Save Button button on the navigator panel to save changes. Moving to another row will automatically save changes.