Managing Client Applicant and In Process Profiles

  1. Go to: People, then click on either “Manage Applicants” or “Manage In Process” found in the sidebar under Clients: 
    • Manage Applicants: On the right-hand side of your screen, you will see the “Date Joined” and “Date Applied” 
    • Manage In Process: On the right-hand side of your screen, you will see the “Date Joined” and “Date Changed” 
  1. Mouse over the Options icon to the left of a client’s name and select the desired choice: 
    • View – view the client’s profile 
    • Edit – edit the client’s profile 
    • Send Email – send an email to the client 
    • Send Mobile Email – send an email to the client’s mobile email address (if enabled by the client) 
    • Send Text Message – send a text message (if enabled) to the client 
    • Change Status – change the status of the client 
    • Archive – archive the client’s profile 
    • Remove – remove the client’s profile from your organization 
    • List Recent Emails – see the list of emails recently sent to the client 
    • List Recent Text Messages – see the list of text messages recently sent to the client 
  1. Optional: Select multiple clients, scroll to the bottom and choose the action to apply to the selected clients from the “Choose Bulk Action” dropdown list  

Tip: You can also access these screens by clicking on the large “Applicant” or “In Process” status number in the Clients “Status Update” section on your administrative home page. 

Date Values Explained 

You may see various date values appearing on the pages to Manage Applicants or In Process profiles: 

  • Date Joined: date they first became a member of the organization 
  • Date Applied: date their status changed to Applicant 
  • Date Changed: date their status changed in in Process 

You will only see one date value on the Manage Applicants page when the date joined is the date applied. 

You may see two date values here, but only if a client previously had a relationship with the organization (and was perhaps “Inactive” or “Archived”) and then re-applied to the organization. 

Updated on February 17, 2021

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