The procedure to update the outcome of a home buy case is as follows:
- 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.
- 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.
- Click on Outcomes. The Outcomes tab is activated.
- Click on New Outcome. The Outcomes window is displayed.
- Using the Outcome type drop-down field, select a parameter value to categorise the eventual outcome of the home buy case.
- Using the Outcome reason drop-down field, select a parameter value to qualify the circumstances surrounding the outcome being assigned to the home buy case.
- Use the Outcome notes field to add contextual information in support of the outcome being reached.
- Enter the Date on which the outcome was assigned to the home buy case using the calendar icon (
), or type in the value directly 2.
- Choose an Effective from date for this outcome i.e. the date on which it came into effect 3.
- Choose an Effective to date if the outcome of the home buy case is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the outcome will remain valid in perpetuity.
- Click on Confirm. The outcome record is displayed in the Outcomes summary table.
- 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 permitted date entry format is DD/MM/YY or DD/MM/YYYY.
3 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
Home buy case progression management overview
Using the search facility
