Remove a property-client link
Follow this guide to delete only the relationship record, not the underlying property/customer. 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 → Customers → open customer → Linked Properties → Remove Link
Before you start
- Use an account with Customers: Edit 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
Delete only the relationship record, not the underlying property/customer. 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 → Customers → open customer → Linked Properties → Remove Link.
- Go to the exact record and review linked documents, payments, approvals, files and portal visibility.
- Select the supported Delete, Remove, Void or Cancel action.
- Verify the action only after checking the consequence described below.
- Return to the list and verify whether the record was removed, retained with a status, or blocked by a code-backed restriction.
Fields and options to review
Exact actionRemove a property-client link
Exact navigationAdmin Area → Customers → open customer → Linked Properties → Remove Link
Module version1.0.0
Access ruleCustomers: Edit
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Property ownership and listingVerify the property owner/landlord, estate-agent company, listing type, transaction type, privacy and status before saving.
Address and mapComplete address, city, country and latitude/longitude where the map is used.
Commercial valuesCheck price/rent, commission, fees, income/expense values, currency context and availability dates.
Organisation/personName, code, email, phone, website, tax/VAT, address, status and profile image where exposed.
Access and structurePlan, role, administrator flag, departments, staff type/company link, approval-manager and public flags where applicable.
Rules the system enforces
- Check portal visibility before removing the link.
- Property visibility and actions are controlled by real_property view-own/view/create/edit/delete capabilities.
- Property status, account status and approval workspaces are separate from the main listing form.
- Company, owner, broker and staff records use different capability groups and ownership checks.
- Email-exists checks prevent duplicate staff/company identities in supported forms.
How to confirm it worked
- The supported remove a property-client link 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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