If you have produced a property list and your applicants aren't matching, only applicants who have GDPR consent for Property Matching selected in their Preference Centre tab will show in the Match & Mail.
When you upgrade to 4.7.1.2, all your existing applicants will have Unknown Consent, until you change their preferences, so your Match & Mail may show no matching applicants at all.
For more information on How can I record consent preferences for GDPR, click here
This article includes:
- Include applicants with consent unknown
- Create a report of applicants with consent unknown
- User Defaults settings
Include applicants with consent unknown
If you have created an available Property List and not all or any of your applicants are showing, there is a tick box in the Match and Mail where you can Include Consent Unknown.
To generate your Property List, click here for more information on How do I create a list of all my available properties.
- Click on the white snowman icon to view your applicants
- Tick Include Consent Unknown
- A message appears, warning the Property List could be sent to applicants without consent. Click Yes to continue or No to cancel
- Applicants with Consent Unknown appear greyed out in the list, in this example, Miss F Howie
Create a report of applicants with consent unknown
You can generate a report of all your Applicants. Tenants, Landlords and Contractors with the status of consent unknown.
For more information on How can I report on contact’s consent preferences, click here
User Defaults settings
- Click Defaults on the main toolbar
- Click User Defaults on the dropdown menu
- Click Matching
- Include Consent Unknown - tick to always show applicants with consent unknown (a grey thumbs down in their Preference Centre, GDPR settings)
- Click Close