Progression - Property Chain

🔗 Property Chain Overview

The Property Chain feature in Acquaint provides a graphical representation of the sales chain a property is part of. Each property in the chain is displayed as a box in a flowchart, showing its position and relationship to other properties.

📦 What Each Chain Item Displays

Client’s Name
Property Address (or client’s address if no property is linked)
Estate Agent Details (if entered and not linked to a property)

🎨 Colour Coding of Chain Items

🟩 Green – Active item (no exchange or completion date reached)
🟨 Amber – Exchange date reached
🟥 Red – Completion date reached
⬜ Grey – Inactive item (e.g. rejected offer)

🧠 How Acquaint Builds Property Chains

When loading a property with a status of Under Offer or Completed, Acquaint checks if it belongs to an existing chain:

If found in one chain: it loads automatically
If found in multiple chains: you’ll be prompted to choose
If not found: a new chain is created

🔄 Chain Construction Process

Create a chain item for the current property
Build forwards from the current item (based on accepted offers by the contact)
Build backwards from the current item (based on the purchaser’s property and offers)

⚠️ If a contact owns multiple properties for sale, the chain-building process stops to avoid ambiguity. You’ll need to manually specify the purchaser.

➕ Managing Chain Items

Adding a New Chain Item

Click New in the Property Chain screen
Specify a contact (via Acquaint Contact or manually enter name)
An address is required (use “Unknown” if not available)

Linking Chain Items

In Edit Mode, drag to draw links between items
To delete a link: click it and press Delete or use the Delete button

🔒 Links tied to offers in Acquaint cannot be deleted

Editing a Chain Item

Select the item and click Edit
If linked to an offer, details will sync automatically

✳️ Editing is only enabled if:

The property is for sale
It’s linked to a chain
The user has Properties > Edit permission

Deleting a Chain Item

Select the item and click Delete
Items linked to offers are marked Inactive, not removed
To restore: enable Show Inactive Items, select the item, and untick Inactive

🛑 Deletion is only allowed if:

The property is for sale
It’s linked to a chain
It’s not linked to an offer
The user has Properties > Delete permission

❌ Offer Rejections & Deletions

Rejecting/Withdrawing an Offer:
- Automatically marks the linked chain item as Inactive (grey)
Deleting an Offer:
- Removes the linked chain item and unlinks it from the chain

Available via the Menu button:

Print Property Chain – Opens a print preview
Save as Image – Saves the chain as a .png file
Property Chain Report – Generates a report version of the chain
Reset Property Chain – Allows creation or refresh of a chain

🔄 Resetting the Property Chain

Click the Reset button (bottom left of the screen) to:

Create a new chain – Useful when a previously sold property is re-marketed with a new accepted offer
Refresh an existing chain – Choose which chain to display if the property appears in multiple chains

Refreshing also updates the graphical diagram.

📝 Viewing Progression Notes

Click View Notes to open a window showing all Progression-type Notes or Tasks for each property in the chain.

You can add, edit, or delete notes/tasks
Requires appropriate Correspondence User permissions
Only notes/tasks added after the accepted offer date are shown

🔍 Display & Configuration Options

Zoom Level

Adjust the chain display using the Zoom Level slider

Inactive Chain Items

Toggle visibility of rejected offers via: File → Configuration → Site/Branch → System Configuration → Property Management
Use the Show Inactive Items checkbox (bottom right) to display or hide inactive items
Items not linked to offers can be manually marked as inactive via the Edit screen