To update the list membership of an application

The procedure to update the list membership of 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 for which list membership will be revised. The Application Reference window is displayed.
6. Click on Lists. The Lists tab is activated, revealing the List Membership summary table containing all allocation lists on which the application is included.
7. Double-click on the row containing the specific list membership to be updated. The Update List Membership window is displayed.
8. Amend the Effective from date for this list membership, as required i.e. the date on which the application's inclusion came into effect 2.
9. Amend the Effective to date for this list membership, as required i.e. to specify the valid duration; a blank field means the application's inclusion will be continually valid.
10. Where the upper threshold of the bedroom need calculation is to be fixed manually for this application, ensure that the Override overcrowding tick box is activated and the adjacent Overcrowding field reflects the desired value. The Up and Down arrows are available to increment or decrement the value, as required.
11. Click on Confirm. The list membership displayed in the summary table reflects the applied changes.
12. Click on Save.

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 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Applications list management overview

To add an application to a list

To amend the allocated band for an application

To amend the band rank date for an application

Using the search facility