To record contact responses on an application form

The procedure to record contact responses on an application form 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.
7. 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; select alternative pages within the application form using the drop-down field 2.
8. 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 Where an application form employs questions linked to system fields, the responses are automatically populated for each contact member of the group, using information already held against each record, thus avoiding duplication of effort.

3 This step only validates the data entered against each completed question; the end user can therefore record and save different section or sub-section responses over any period, at their discretion, until the form is complete. All recorded responses 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 create a new application enquiry for a contact

To add an additional contact to an application

To add an additional contact address to an application

To create a new application type