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 ...
Add a New Applicant Record
Go to the ‘Applicants’ Module and click on ‘New Applicant’. You will be presented with the ‘Contacts - New Screen’, please note that the contact type will default to ‘Applicant’. Tab through filling in Title, First and Last Name, this will ...
Application to Rent (Applicant - Additional Details)
In the ‘Applicant’ module within the Applicant record you can enter additional information, i.e. Guarantor/Employer details etc. Once in the Applicant record, click on ‘Application’ as shown below and a new window will appear ‘Application to Rent’ ...
Property Matching
In the ‘Property’ module open the property record you wish to find a tenant for and in the ‘Property’ window click on ‘Find a Tenant’. This will open up the ‘Applicant Match’ screen; from here you use searchable parameters on the ‘Narrow Search’ ...
Add a Viewing
To add a viewing go to the ‘Applicants’ module and select ‘New Viewing’. This will bring you to the ‘Viewing’ screen. Fill in the details as shown below – then ‘Save and Exit’. If you tick ‘Sync with Outlook’ then the viewing will be created as a ...
Setting up Initial Application Fees
To set up charging fees you need to click in to the ‘Spanner’ icon to open the ‘Sage Company List’ window. In here double click on the ‘Sage Data Path’. This will then bring up the ‘Company’ window. In here double click on the ‘Sage Data Path’ – in ...