To add an additional contact address to an application

When a new application is first created, any number of applicant addresses linked to the selected contact group can be included on the form. Additional contact group addresses can be added to the form to reflect all related applicants being considered for the resource and from whom relevant responses will be sought.

The procedure to add an additional contact address to an application is as follows:

1. Using the global search facility, type in the first few characters of the application contact 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Contact Details. The Contact Details window is displayed for the current contact.
4. Click on Application. The Application tab is activated, revealing a list of all enquiries and applications associated with the contact in the Application summary table.
5. Double-click on the row containing the specific application to be completed. The Application Reference window is displayed.
6. Click on Application Form. The Application Form tab is activated, revealing all sections contained on the first page, specifically the group application address section heading, capturing the contact address records.
7. Click on New 2. The Search Address window is displayed.
8. Enter sufficient address details into the search fields provided and click on Search. The Search Results window is displayed, returning all possible matches.
9. Highlight the row containing the exact record match or use Refine Search to enter alternative criteria. Alternatively, click on New Address to create a new address relevant to the application form, not previously held.
10. Click on Next. The New window is displayed, revealing all address-centric questions included on the application form, both system generated and user-specific.
11. Enter a response for each question, as appropriate, in the format governed by the data type and associated criteria i.e. Date Only, Date Time, Decimal, Integer, Lookup (Address, Contact, Contact Group, Table, Standard or System), Text, Time Only, True or False, User Defined Field Lookup, or Functional Unit.
12. Click on Confirm to add the individual address to the application form, or Add Another to include further address records, repeating steps 8 through 12.  Each additional address is displayed on the application form, underneath the relevant group application address section heading.
13. Click on Save 3.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 All application forms, irrespective of the associated resource type, employ address-specific sections and associated system fields, by default, these are positioned at the top of the form i.e. starting on the first page.

3 This step only validates the data entered against each completed question or applicant-related amendment; the end user can therefore apply and save different section or sub-section changes over any period, at their discretion, until the form is complete. All applied changes are date stamped to maintain a historical snap shot of the form at any point in time.

See related topics...

Applications form management overview

To remove a contact address from an application

To add an additional contact to an application

To record contact responses on an application form

To create a new application enquiry for a contact

To create a new application type