To view the application enquiry responses for a contact

The procedure to view the application enquiry responses for a contact 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 to be viewed. The Application Reference window is displayed.
6. Click on Enquiry 2. The Enquiry tab is activated, revealing the first page of questions included on the enquiry form together with all submitted responses.
7. Select alternative pages to be viewed within the enquiry form using the drop-down field.
8. Click on Close.

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 This option is available only where an enquiry form has been linked to the application type and responses submitted.

See related topics...

Enquiry form management overview

To create a new application type