To link a qualifying contact to a previous tenancy record in a home buy case

The procedure to link a qualifying contact to a previous tenancy record in a home buy case is as follows:

1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
3. Click on Previous Tenancies. The Previous Tenancies tab is activated, revealing a historical list of all tenancies linked to stakeholders in the current home buy case, as displayed in the Previous Tenancies summary table.
4. Highlight the row matching the previous tenancy against which a qualifying contact has been identified.
5. Click on New Qualifying Contact. The Qualifying Contact window is displayed, revealing the name of the purchaser linked to the previous tenancy record in the Qualifying Contacts summary table.
6. Optionally, to assign a qualifying contact from the current stakeholders: (a) Using the Name drop-down field, select a desired applicant from the filtered list 2; (b) Using the Relationship drop-down field, choose the parameter that reflects the relationship between the qualifying contact and the purchaser e.g. Son, Daughter, Father, Mother, etc.
7. Optionally, to assign a qualifying contact not already linked to the home buy case: (a) Select the name of the qualifying contact using the spy-glass icon () - The Search Contact window is displayed; (b) Enter sufficient details into the contact fields provided and click on Search - The Select Contact window is displayed, returning all possible matches; (c) Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria - The Name of the contact is displayed in the corresponding field; (c) Using the Relationship drop-down field, choose the parameter that reflects the relationship between the qualifying contact and the purchaser e.g. Son, Daughter, Father, Mother, etc.
8. Click on Add. The additional contact record is displayed in the Qualifying Contacts summary table.
9. Repeat steps 6 through 8 to add further qualifying contacts to the previous tenancy record.
10. Click on Save 3. The entries are displayed in the Qualifying Contacts summary table; click on the expansion level pointer icon () to reveal the row detail.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This list includes only those contact records that are linked to the current home buy case.

3 To remove an existing qualifying contact, select the corresponding row in the Qualifying Contacts summary table and click on Remove.

See related topics...

Home buy eligibility management overview

To remove a qualifying contact from a previous tenancy record in a home buy case

To add a previous tenancy record to a home buy case

Using the search facility