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• Risk band
• Applicant name – Selecting this will take you to the corresponding Applicant Summary page.
• Tags – Selecting the Image Modified icon will expand a list of Tags attached to the applicant. You can select the X within a tag to remove it, or select the + icon to add new tags.
• Telephone number
• Mobile number
• Email address – Selecting this will open a new email to the applicant in your webmail server.
• Status

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The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

• Sort By – Here you can use the drop-down menu to choose how the list is ordered.
• Search – Here you can search by applicant Name or ID.

• Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:

  • Any – This will filter the list to records that contain at least one of the specified tags.
  • All – This will filter the list to records that contain every specified tag.
  • None – This will filter the list to records that do not have any of the specified tags.
• Number of records displayed

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• Summary – Selecting ... > Summary by an applicant in the list will take you to the corresponding Applicant Summary.
• Edit – Selecting ... > Edit by an applicant in the list will open the Edit Applicant window.
• Delete – Selecting ... > Delete by an applicant in the list will delete the applicant from your database, rather than just removing it from the opportunity record. You will be asked to confirm before the record is deleted.

Linking a New Applicant to an Opportunity

If you want new applicants to be linked to the current opportunity by default, you can set up a Sign Up Form which, when submitted, will automatically link the applicant that is generated to a specified opportunity record. This is explained in Sign Up Forms and Opportunities in PICSWeb.