To release a home buy case currently on hold

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The procedure to release a home buy case currently on hold 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 Details. The Details tab is activated.
  4. Click on Case Actions. The Home Buy Case Actions window is displayed.
  5. Using the Select action drop-down field, select the specific status progression value of Release Case 2.
  6. Click on Next. The Release Home Buy Case window is displayed.
  7. Where the home buy case is to be released immediately, ensure the Release now tick box is activated 3.
  8. Alternatively, enter the revised Release date for the home buy case using the calendar icon () or type in the value directly; a time may also be specified using the clock icon () 4.
  9. Use the Notes field to add contextual data in support of the home buy case being released early.
  10. Click on Save. The status of the home buy case is automatically updated to reflect the change, once the revised release date is reached; all open and pending tasks linked to the home buy case are released from hold at the same time i.e. those not already cancelled or completed 5.


Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, type, 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 option is active only for home buy cases that are currently on hold.

3 This is the default setting for home buy cases being released from hold; hence the option must be deactivated before an alternative future date (and time) can be specified.

4 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.

5 The SLA amber warning and target completion dates for the associated tasks are also recalculated to take account of the reduced 'on hold' period.


See related topics...

Home buy case progression management overview

To place a home buy case on hold

Using the search facility