To update the details of a contact in a home buy case

The procedure to update the details of a contact 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 Contacts. The Contacts tab is activated, revealing a list of all stakeholders associated with the home buy case in the Applicants summary table.
4. Double-click on a row containing the desired stakeholder to be updated. The Contact window is displayed.
5. Using the Home buy contact type drop-down field, ensure that the selected parameter value reflects the desired categorisation of the additional contact i.e. Associated, Family Member or Tenant.
6. Amend the additional Contact (or Contact Group) to which the home buy case relates, as required, using the spy-glass icon () 2. The Search Contact (or Search Group) window is displayed.
7. Enter sufficient details into the contact (or contact group) fields provided and click on Search. The Select Contact (or Select Group) window is displayed, returning all possible matches.
8. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The Name of the contact (or contact group) is displayed in the corresponding field.
9. Where the selected name represents an association, ensure that the corresponding Association type is still valid and apply any required change via the drop-down field. Alternatively, where the selected name represents a family member, ensure that the Relationship with tenant drop-down field reflects the desired relationship parameter that is appropriate for the additional contact (e.g. Son, Daughter, Father, Mother, etc.) 3.
10. Ensure that all attributes of the contact linked to the home buy case are still valid and apply any required changes using the tick boxes provided. An explanation of each available attribute is summarised in the table below.
11. Click on Confirm. The applied changes to the contact (or contact group) record are reflected in the Applicants summary table.
12. Click on Save.

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 The contact group search engine will be invoked for the Associated contact type only i.e. where the stakeholder represents an association.

3 The appearance of the Association type or Relationship with tenant fields is governed by the contact type selected, specifically Associated or Family Member.

See related topics...

Home buy eligibility management overview

To add a new contact to a home buy case

Using the search facility