To remove a previous property discount from a home buy case

The procedure to remove a previous property discount from a home buy case 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 Previous Discounts. The Previous Discounts tab is activated, revealing a historical list of all discounts linked to the applicants in the current home buy case, as displayed in the Previous Discounts summary table.
4. Highlight the row matching the previous discount to be removed from the home buy case.
5. Click on Remove Previous Discount. The end user is asked to affirm deletion of the historical record before the entry is removed from the Previous Discounts summary table 2.

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 Any previous discount entry deleted in error can simply be re-added.

See related topics...

Home buy cost evaluation management overview

To add a previous property discount to a home buy case

Using the search facility