Articles on: Waiting List Module

Changing Waitlist Application Date

Changing Waitlist Application Date


This article will assist you with changing the Application Date for Waiting list enquiries.


Overview


When a Waitlist is placed, the Application date will automatically default to the date it has been submitted.


You have the ability to change the application date for a waitlist for example:


The family had enquired previously prior to Lead CRM, and you would like to backdate to the original application date.


Changing Application Date


  1. Select the Waitlist screen from the left hand menu



  1. Select the Waiting List Tab



  1. Select the 3 dot menu
  2. Select Edit Application Date



  1. Select the required Application Date using the Calendar
  2. Select Save




To assist you further with managing Waitlists see: Help Page - Lead CRM & Managing Waitlists

Updated on: 21/10/2021

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