To add an additional contact to an application

When a new application is first created, any number of applicants linked to the selected group can be included on the form. Additional contacts 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 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 section heading, capturing the core contact records.
7. Click on New 2. The Contact Group window is displayed, revealing all group memberships for the contact in the summary table.
8. Highlight the row matching the group to which the additional contact will be linked on the application form.
9. Click on Next. The Contact Group Members window is displayed, revealing all existing members for the selected group.
10. Highlight the row matching the additional contact to be included on the application form and proceed to step 13. Alternatively, click on Search Contact to locate a contact outside of the current group membership.
11. Enter sufficient contact details into the search fields provided and click on Search. The Contact Search Result window is displayed, returning all possible matches.
12. Highlight the row containing the exact record match or use Refine Search to enter alternative criteria.
13. Click on Next to verify the details of the selected contact.
14. Click on Confirm to add the individual contact to the application form, or Add Another to include further contacts, repeating steps 8 through 12.  Each additional contact is displayed on the application form, underneath the relevant group section heading.
15. 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 contact-specific sections and associated system fields, by default, these are positioned at the top of the form, underneath the relevant group section heading 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 from 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