Applicant Dashboard

Summary

How the applicant dashboard decides which application to show and in what order, what to check when an applicant cannot see their application in the portal (a Lead mismatch between the Contact and the Application), and the Edit, View and Delete actions available to them.

Body


Display and Sort Order

Please see: Current Application Criteria


Application Portal Issues

If the applicant cannot view their application in their applicant portal, and the application meets all criteria to be the active application (current apply year and past Submit, or In Progress):

  • The Lead needs to be the same on the Contact and the Application.  Update either field (check the Lead records to see which Lead is the 'current' one).  Login as applicant to ensure can see application.

Actions

Edit Application

View Application

Delete Application

Please see: Delete Application

Details

Details

Article ID: 9215
Created
Fri 9/11/26 2:43 PM
Modified
Fri 9/11/26 4:34 PM

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