🏗️ Property Developments Overview
Each property can be assigned to a Property Development, allowing you to group properties for more effective Applicant Matching. For example, an applicant may only be interested in properties within a specific development.
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Unlimited developments can be created at any time.
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If your website is designed and hosted by us, developments are automatically uploaded and used to group and search properties online.
🛠️ Adding a Property Development
To create a new development, follow these steps in the General Details tab:
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Click the New button
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Enter the Development Name in the Description field
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Add detailed information in the Full Description field
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If the development is outside the UK, select the appropriate Country from the dropdown
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Enter the full address
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Set the Status to either:
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Available – will be uploaded to your website
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Not Available – will not be visible online
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To feature the development on your website, tick the Web Featured checkbox
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Choose the relevant Area from the dropdown
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Add photos in the Pictures section
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Optionally, attach a PDF document with further details using the Details File Name dropdown
📺 For a visual walkthrough,
🏘️ Properties Tab
This tab displays a filtered list of properties assigned to the selected development. You can apply additional filters to refine the view.
📋 Menu Options
Accessible via the Menu button, the following actions are available:
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Show Property Pictures
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Edit
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Appointment
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Reports
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Letters, Emails & SMS Texts
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Create Property Particulars/List
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Find
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Export Grid to Excel
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Filter Rows (Select All / Unselect All)
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Refresh
📊 Reports Available
Generate detailed reports to track development progress and property performance:
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Portfolio List
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Progression Report
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Progression Export
📧 Email Communications
You can send emails containing:
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Development description
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Direct web link to the development page