Negotiators

Applicants stored in the Editor can be associated with specific negotiators. To enter a negotiators details, click on the 'file' menu and select 'Edit Office'. In the 'Office settings' box click on the 'Negotiators' tab.



Click on the add button. The 'Professional Service/Contact' box should appear, and the negotiators details can be entered. Save them by clicking on 'OK'.



To associate an applicant with a specific negotiator, open the 'Applicant details' box for the required applicant. on the 'General Details' page there is a drop-down menu marked 'Negotiators'. The appropriate negotiator can be selected here, or it can left as 'Unspecified'.



You can select which negotiators applicants are viewable in the Editor applicant list. Click on the 'File' menu and select 'Change negotiator'.



From the drop-down menu select the required negotiator name. When you now view the applicant list in the editor, you will only see the applicants associated with that negotiator. Alternatively you can select 'All' to view all applicants or 'Unspecified' to view only applicants who haven't been associated with a negotiator.