The Applicants Module

The Applicants Module

This document will explain the ‘Applicant Module’ and application features and buttons.


Options Section


New Applicant

Will open the ‘New Contact’ screen to create a new contant, the contact type ‘Applicant’ will be pre-selected.

Edit Applicant

Will open the highlighted ‘Applicant’ and allow you to edit/add details in the record.

Delete Applicant

Will remove the highlighted ‘Applicant’ contact from the system – please note all financial activity on this Applicant (account reference) will still remain in Sage.

Remove Old Applicant’s

This option will produce a list of old applicants where no action or updates have been made on the record in over 6 months. You can then select from the list which applicants you wish to remove (by mass).

New Viewing

Will open a new diary entry (Viewing), from here you can create your new viewing which will be stored and saved in the ‘Diary’ module.


Contact Receipt

Will open the ‘Contact Receipt’ screen where you can assign a receipted amount ‘SR’ Sales Receipt against a raised ‘SI’ Sales Invoice.

(the contact needs to be updated to sage for this function to work)

Please be aware that a contact receipt is a transaction that is raised for a charge that is ‘pre-tenant’ for example to produce a charge such as the admin or documentation fee etc. select the ‘Applicant to Rent’ button within a contact record

Outlook Section


Will send the current list view of applicants to Microsoft Outlook as contacts.

Communicate Section


Please see document ‘Sending Mass Letters, Emails and SMS’ for more details

Print/Export Section

 

Export to Excel

Will export the current ‘View’ to an

Export to Excel

This exports the list to Excel.

Print List

This will print the same list as using the ‘Export to Excel’ function.

Reports

Will allow you to generate reports based on ‘Applicants’

Dashboard

This allows you to use your data to create graphs from within Decorus.

Views Tabs


User Views

You can select the view you would like to see shown in the filters on the left hand side under ‘User Views’

(see ‘User Views’ document for more details)

Select Columns

This brings up a list of boxes that allow you to choose the columns that you wish to display. Click on the box you would like to show in the column and this will put an ‘x’ in the box. All boxes marked with an ‘x’ will show in the columns.


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