🏘️ Properties Screen Overview
The Properties screen displays a list of all properties that a contact is currently selling or letting. This tab is only visible for contacts whose type is set to either Vendor or Landlord.
📋 Displayed Property Information
Each property listed includes the following details:
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ID
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Picture (if enabled)
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Address
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Beds
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Price
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Category (For Sale / To Let)
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Status (e.g. Available, Under Offer)
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Commission
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Accepted Offer
🔍 Filter Options
You can refine the property list using the following filters:
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Property Usage: Residential, Commercial, All
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Property Status: Valuation, Under Offer, Completed, Not Available, Archived
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Category: For Sale, To Let
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Property Type
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Development
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Agency Agreement Type: Sole, Joint Sole, Multiple, Sub-Instruction
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Added By
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Sales Progressor
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Branch
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Areas
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Selling Method
📊 The property count updates dynamically based on the filters applied.
🧰 Available Actions & Buttons
Accessible from the Property List screen, the following buttons are available:
🔧 Core Actions
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New – Opens the Add Property screen to create a new listing
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Refresh – Updates the screen with the latest property information
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Appointments – Opens the diary to schedule an appointment, pre-filled with property details
📑 Reports
Generate detailed reports including:
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Property List
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Property List (Summary)
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Property Analysis
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Property Yield Report
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Property Marketing Analysis
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Property Portfolio Report (for Owners)
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Property Marketing Report (for Owners)
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Aged Debtors Summary Report
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Aged Debtors Details Report
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Appointment Analysis Report
✉️ Communications
Send communications directly from the screen:
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Address Labels
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Letters
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Emails
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SMS Texts
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Create Property Particulars / List