To view historical priorities for an application list

The procedure to view historical priorities for an application list 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 included on one or more allocation lists. 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. Highlight the row containing the specific list membership to be analysed.
8. Click on View List Priority History. The List Priority History window is displayed, revealing a summary table containing all previous priorities assigned to the application for the selected list 1. Certain fields are worthy of special note and are captured in the table below.
9. Click on Confirm.

Tip

1 By default, all historical list priorities are displayed in chronological order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

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.

See related topics...

Applications list management overview

To add an application to a list

To update the list membership of an application