Adding a Property
You cannot set up a Property on Acquaint without setting up an owner of that Property.
From the Properties or Property List screen click on the New button or from the Main tab on the ribbon menu click the New Items icon and select the Property option. You cannot set up a Property on Acquaint without setting up an owner of that Property.
The Property screen is divided into multiple sections; Main Details, Details #2, Details #3, Services, Correspondence, etc. that can be accessed from the Show group on the Ribbon Menu.
Various fields on the Properties screen are mandatory and must be entered. Some of this information is required by trading standards for marketing. Enter the Property details under the following sections as necessary:
Tenancies - for Properties with a Work Orders
Correspond Group:
Options
Other options from the Advanced tab include.
Link To / Unlink - link to another Property
Resell Property - this shows for completed sales Properties, when clicked a screen will be displayed showing the current owner (defaulted to the Contact who made the accepted offer against the original property). Clicking the Save button will copy the Property with the specified Owner and display the newly copied Property
Property Feedback Report - use this option to generate a Property Feedback report
When you save a Property a check is made to see if there is a valid EPC, if one isn't present a warning message will appear. The warning advises that listing the property without an EPC is breaking legislation and subject to possible fine. If you have ordered the EPC but not yet received it, click No to the message and the property can still be listed.