You can access a summary table of Prospect or Applicant information if you drill down from the data displayed on the Performance, Applicant/Prospect Activity tab. The data displayed in this Portal table is retrieved from SKYLINE's Prospect Management feature.
To access the Prospect or Applicant table:
Open the Applicant/Prospect Activity screen on the Performance tab.
Select the Property (and other parameters) in the Prompt section to display a summary table of results including the number of total Prospects and Applicants.
Click the link on either the total number of Prospects of total number of Applicants to display a summary table listing all the records that make up the result.
Data is retrieved from SKYLINE's Prospect Information screen and Application Form.
Property Number
Prospect/Applicant ID
Prospect/Applicant Name
Status
Initial Contact Date
Preliminary Unit
Date Requested
Type of Unit Requested
Agent
Showing Scheduled (Prospects only) - click the Add link next to the date to add this date to your calendar.
The table includes a toolbar with multiple options to export and print, plus additional controls to manipulate the table.
Each column can be sorted and filtered in a variety of ways. The filters fields display above the top row of data (one for each column) and each include a drop-down list of filtering options.
For instance, if you enter Mary and select 'EqualTo' from the drop-down list in the Agent column, the display changes to include only Mary's Prospects or Applicants.