User Manual 2.2
 
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(c) Endless Realities Inc.

3.7.2.1. Approved - Client

Selecting this option from the Application Package Review Decision field will either send the email template, 04A - Applicant - Set to Client - Send Match Waitlist Email, or create the task Notification of Match Waitlist Client Name based on the value set in Preferred Communication Type.
 
The following fields will be updated once the email is sent or the task is completed:
3.7.2.1. Approved - Client
1

Stage

1. Stage
Will change Stage to Client.
2

Status

2. Status
Will change Status to Pending Match.
3

Application Package Reviewed

3. Application Package Reviewed
If this was blank when you saved the record, it will fill with the current date. If you entered a date, it will stay the date you entered.
4

Applicant Stage End Date

4. Applicant Stage End Date
Will enter the current date.
5

Match Waitlist Date

5. Match Waitlist Date
Will enter the current date.