🏠 Properties Screen Overview
The Properties tab displays a list of all properties associated with a Contact who is either a Vendor or Landlord. This tab is only visible for Contacts with those specific types.
📋 Property Details Displayed
Each property listed includes the following information:
-
ID
-
Picture
-
Address
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Beds
-
Price
-
Category
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Status
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Commission
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Accepted Offer
🔍 Filtering Options
You can refine the list using the following filters:
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Property Usage
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Property Status: Valuation, Under Offer, Completed, ETC
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Category
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Property Type
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Development
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Agency Agreement Type
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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 on the Property List Screen
|
Button |
Function |
|
New |
Opens the Add Property screen to create a new record |
|
Refresh |
Updates the screen to show the latest applicant and property data |
|
Reports |
Provides access to a wide range of reporting options (see below) |
|
Appointments |
Opens the diary screen to schedule an appointment, auto-filled with property details |
📊 Reports Available
Clicking the Reports button gives access to:
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Property List
-
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
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Produce Address Labels
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Send a Letter
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Send an Email
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Send an SMS Text
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Create Property Particulars / List