How do I add Applicants through Match & Mail?

Zenya Allen
Zenya Allen
  • Updated

Registering Applicants in your database can also be done via the Match & Mail function.

  1. Click Miscellaneous on the main toolbar
  2. Click Property Lists
  3. The Matching and Mailing function will display the Global Filter Criteria tab with a list of all of your available properties which match that criteria
    1. In the Global Filter Criteria, edit each of the fields to the required information, i.e. Price, Bedrooms, Required by etc
    2. Click on to each of the buttons for Area, Type, Furnished, to select the required preference
    3. Click Apply
    4. Click Actions
    5. In Applicant, click New
    6. Add all the details of your Applicant in the Create New Applicant window
    7. Click OK

The matching criteria will pull through from whatever is set in the Global Filter Criteria.
For more information on How do I view and filter a property and applicant list in match and mail, click here