To view the offers against an application

The procedure to view the offers against 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 with offers pending. The Application Reference window is displayed.
6. Click on Matches and Offers. The Matches and Offers tab is activated, revealing all allocation offers made against the application in the Offers summary table 1. Certain fields are worthy of special note and are captured in the table below.
7. Click on Close.

Tip

1 By default, all offers 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 outcome management overview

To view the allocation matches for an application

To view the outcome of an application review