The Editor can be used to store the details of applicants. To enter an applicant's details, select 'Applicants' in the Editor and then select either 'Sales', 'Lettings' or 'All Applicants' depending on what you wish to view.
To add a new applicant, click on the 'Add' button. The 'Applicant Details' box should appear. Contact details may be entered under the 'General Details' tab.
Details of an applicants preferred price range and location etc. can be entered under 'Status & Requirements'.
A minimum and maximum price can be entered (note: this needs to be a Per Calendar Month figure for applicants looking to rent), market type, the staus of applicants looking to buy, a minimum number of bedrooms and a list of preferred areas. If you cannot see the area you need listed here, click on the 'Add' button to view the entire list of areas. Clicking on the 'Find Properties' button will open the 'Print wizard' (see 'Printing from the Editor'). If the tick box labelled 'Applicant is subscribed to Findaproperty.com mailing list is ticked, the applicant will be added to your e-mailing list at Findaproperty.com after the next time an 'X-Change' is performed (see 'X-change').
Legal contacts associated with the applicant can be entered by clicking the 'Legal & Financial' tab and selecting the appropriate contacts from the drop-down menus (see 'Services & Contacts').
Once Applicant details have been entered, click on 'Save' to save them. An applicants details may be edited later by highlighting the required applicant in the list and clicking on 'Edit'. This will re-open the 'Applicant Details' box.
The applicant list in the Editor may be ordered by Name, telephone, requirements, added date or follow up date by simply clicking on the appropriate column heading.
Clicking on the heading a second time reverses the order.
Deleting Applicants
Applicants may be deleted by highlighting the required applicant and clicking on 'Delete'. This will move them from the main list into the 'Archived Applicants' section, from where they may be retrieved in the future if necessary (see 'Archive').
Note: By default, applicants will be automatically archived after three months of inactivity, and removed from the archive after 12 months of inactivity. These settings can be changed by clicking on the 'View' menu, selecting 'Options' and then clicking on the 'Advanced' tab.
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