Property Management Features

Created by Ashleigh Whitworth, Modified on Fri, 12 Apr at 11:16 AM by Jake Baker

This article will include additional features and functionalities to allow you to manage your properties.


TABLE OF CONTENTS


Change Property Partner or Status

With the correct permissions for multiple partners, it's possible change the landlord or partner of a property, and the status of the property. For guidance on how to do this, follow the steps below: 

  1. Click on the "Summary" tab on the property's page
  2. Click on the "Change property partner, status or code" icon
  3. Select from the dropdown boxes and click "Save" 



Audit Trail

This function allows you to see what actions have been taken on the property and by which users. The entries time and date stamped. To find the audit trail, follow the steps below:

  1. Click on the "Summary" or "Advert" tab on the property's page
  2. Click the "View the audit trail for this property" icon
  3. Click the "Show filters" icon to help narrow down the results. Input the details and click "Search"



Property Journal

On the property's journal, you can make relevant notes and upload documentation. The property journal works the same as all the other journal pages on the systems, for more details click here.








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