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Header Name

Description

Format Information

Mandatory Field

Notes 

Title1

App 1 Title

PK Number

Miss

Forename1

App 1 Forename

Tina

MiddleName1

App 1 Middle Name

Louise

Surname1

App 1 Surname

Smith

Yes

DOB1

App 1 Date of Birth

dd/mm/YYYY

Yes

App1AddressText

App 1 Address 

123 The Street
Town
City
County

DayPhone1

App 1 Work Number

0207 123 4567

MobilePhone1

App 1 Mobile Phone

07777 123456

EveningPhone1

App 1 Home Number

01275 400660

Email1

App 1 Email

name@domain.net

Notes1

Specific Notes Regards The Applicant E.G. Works Nightshift, Call After 11Am

Free text field (128 Character limit)

Sex1

Sex - M or F

0= M, 1= F

Smoker1

Smoker - Y/N 

2= No, 1= Yes

EmploymentStatus1

Employed Status

PK Number

ExpectToRetire1

Expected Retirement Age

65

Occupation1

Occupation 

Office Manager

Income1

Annual Salary

12345.00

Do not include comma or pound signs

...

Title values

The following applicant title PKs and descriptions are the default that come with the system and will be different if you change these values in System Settings > Titles

...

PK Value

...

Description

...

1

...

Mr

...

2

...

Mrs

...

3

...

Miss

...

4

...

Ms

...

descriptions will come across as these appear in the CSV.

Description (Samples)

Mr

Mrs

Miss

Ms

Dr

...

Employed Status values

The following property type PKs and descriptions are the default that come with the system, these do not changeare the only permitted entries.

PK Value

Description

1

Full-time

2

Part-time

3

Unemployed

4

Self-employed

5

House Wife/Home-maker

6

Retired

7

Student