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When creating a new appointment, for example for a viewing, BDP presents a blank form where the applicant’s details can be typed. Start typing either the applicant’s first or surname and BDP performs a live “type-ahead” match. The more you type, the narrower the results.
If the applicant (or other contact type) exists, select their name by clicking on it with your mouse.
NOTE: If you don’t click on an existing entry in the type-ahead list match you will add a new record into the database. This may cause a duplicate record, so if the contact already exists, be sure to select their name from the type-ahead list.
If you know that the entry doesn’t exist in the database, simply complete the fields as required and save which will add a new record.
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