You can only see basic information about your applicants on the Pending Inbox (ie their name, email and phone details). If you want to see all the information they have entered so far via Casting, you can import a pending application to the Inbox.
Once they are in the Inbox you can open and view their Card. You can also communicate with them on the Inbox, the Comms Centre, or from their Card.
Records that have a status of "Pending", "Unpaid", or "Complete" can be imported. Records that have a status of "Registered" cannot be imported. This is because they have only completed the registration page and haven't entered any data yet.
Updated applications - The "updated" tag indicates applications that were previously in the Inbox, but have since been updated by the applicant, but not yet submitted. Updated applications can be manually imported to the Inbox.
You can import an application in two ways:
1. Import multiple applicants with bulk actions
- Select the checkboxes next to the application(s) you want to import. The bulk action menu will open.
- Click the Import icon. Note, if the import icon is greyed out, one of the applications you've selected might not be eligible for import (ie they might have a status of "Registered"). Simply, deselect this application and the import button should become active.
- The imported applications will appear on the Inbox, and will be removed from the Pending Inbox.
2. Import individual applicant by right clicking on the row
- Right click on the row of the applicant that you want to import.
- Click the Import icon. Note, if the import icon is greyed out, it means the record is not eligible for import (ie they might have a status of "Registered").
- The imported application will appear on the Inbox, and will be removed from the Pending Inbox.
For detailed information about using the Inbox see the Inbox Help Guide.