The procedure to place a home buy task on hold is as follows:
- Using the Advanced search spy-glass (
), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 
1.
- With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
- Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the home buy case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
- Select the specific card matching the task to be placed on hold.
- Click on Hold Task 2. The Hold Home Buy Task window is displayed.
- Using the Hold reason drop-down field, select a parameter value to qualify the circumstances surrounding the home buy task being placed on hold.
- Use the Notes field to add contextual data in support of the home buy task being placed on hold.
- Enter the planned Release date for the home buy task using the calendar icon (
) or type in the value directly; a time may also be specified using the clock icon (
) 3.
- Click on Save. The current status of the home buy task reflects the change; the SLA amber warning and target completion dates are also extended to take account of the scheduled 'on hold' period.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 This option is active only for home buy tasks that are currently in progress i.e. with a status of Open.
3 The selected date must be in the future and entered in the format DD/MM/YY or DD/MM/YYYY; the permitted time format is HH:MM.
See related topics...
Home buy task progression management overview
To release a home buy task currently on hold
Using the search facility
