Install and activate Real Estate Management
Follow this guide to run the supplied lifecycle installer and verify menus, tables, columns, options and templates. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Modules → Real Estate Management → Activate
Before you start
- Use an account with Administrator and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Run the supplied lifecycle installer and verify menus, tables, columns, options and templates. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Setup → Modules → Real Estate Management → Activate.
- Find Real Estate Management in the module list and review the displayed version and CRM requirement.
- Select Activate and allow the module lifecycle hook to complete.
- Reload the admin area and open the module workspace shown in this guide.
- Verify that the expected settings, menus and records are available before production use.
Fields and options to review
Exact actionInstall and activate Real Estate Management
Exact navigationAdmin Area → Setup → Modules → Real Estate Management → Activate
Module version1.0.0
Access ruleAdministrator
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Rules the system enforces
- The installer is responsible for module tables, core-table columns, options and email templates.
- Run activation in the supported CRM environment before adding live records.
How to confirm it worked
- The supported install and activate real estate management flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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