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Property search, maps, filters and visibility

Switch the client portal property map

Follow this guide to use the portal map/table mode. 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.

Audience: CRM staffPermission: Authenticated client contactModule v1.0.0
Jump to steps
Where to goClient Portal → Real Estate → Properties → Map/Table switch
Before you start
  • Use an account with Authenticated client contact 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

Use the portal map/table mode. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Client Portal → Real Estate → Properties → Map/Table switch.
  2. Select the exact record or option described in this guide.
  3. Complete the displayed fields or action using the rules below.
  4. Save or submit once and resolve any validation response.
  5. Check the resulting record, status, file, notification or integration effect.

Fields and options to review

Exact actionSwitch the client portal property map
Exact navigationClient Portal → Real Estate → Properties → Map/Table switch
Module version1.0.0
Access ruleAuthenticated client contact
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.

Rules the system enforces

  • The client controller has its own switch_map/reload_map actions.
  • 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.

How to confirm it worked

  • The supported switch the client portal property map 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.
Open a property from the client portal gridBrowse a company’s property gridSwitch between property table and map viewsOpen the Properties registerOpen Property StatusBrowse all Real Estate Management guidesCustomers ContactsContracts DocumentsInvoices Payments