To release a home buy task currently on hold

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The procedure to release a home buy task currently on hold is as follows:

  1. 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.
  2. 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.
  3. 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.
  4. Select the specific card matching the task to be released from hold.
  5. Click on Release Task 2. The Release Home Buy Task window is displayed.
  6. Where the home buy task is to be released immediately, ensure the Release now tick box is activated 3.
  7. Alternatively, enter the 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 () 4.
  8. Use the Notes field to add contextual data in support of the home buy task being released early.
  9. Click on Save. The status of the home buy task is automatically updated to reflect the change, once the revised release date is reached; the SLA amber warning and target completion dates are also recalculated to take account of the reduced '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 on hold.

3 This is the default setting for home buy tasks being released from hold; hence the option must be deactivated before an alternative future date (and time) can be specified.

4 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.


See related topics...

Home buy task progression management overview

To place a home buy task on hold

Using the search facility