Recording the Department File Number in MM once an application has been lodged and Email Capture
There are significant benefits to recording information about a lodged application in MM for the Email Capture feature and Reporting. We would encourage our users to ensure that the following details be manually input into the Department tab of the applicant’s matter
Visa Lodgement Date
Transaction Reference Number (TRN)
Application Receipt Number
Department File Number
This article will focus on the benefit of recording the Department File Number in your client’s matter.
If the Department File Number details are recorded in the Department (Dept) tab, any further communication from the Department of Home Affairs into the assigned email account will be automatically captured to the client matter when the next Email Capture process is run.
Modifying your internal processes to manually enter the Department File Number into MM after the lodgement of each application will guarantee that future Department communications will be automatically saved to the correct MM matter using Email Capture. In addition, it removes the need for users to manually match emails received from the Department of Home Affairs to each of their client’s matters, which can be a time-consuming administrative task.