Workflow

Real Estate Management — Property search, maps, filters and visibility

Use table/grid/map views, advanced filters, listing privacy, public/staff visibility and favourites.

26 connected guidesLive filterPermission-aware instructions
26 guides
Guide

Switch between property table and map views

Switch between property table and map viewsUse the supported map switch and persist the selected state.Admin Area → Property Operations → Properties → Map/Table switch

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Reload the property map

Reload the property mapRefresh markers/results after filters or record changes.Admin Area → Property Operations → Properties → Map → Reload

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Search properties by text

Search properties by textUse the search box to find matching listing values.Admin Area → Property Operations → Properties → Search

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Filter properties by transaction type

Filter properties by transaction typeSelect the sale/rent transaction filter.Admin Area → Property Operations → Properties → Filters → Transaction Type

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Filter properties by listing type

Filter properties by listing typeSelect a listing type in the advanced filter.Admin Area → Property Operations → Properties → Filters → Listing Type

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Filter properties by status

Filter properties by statusChoose a listing/property status.Admin Area → Property Operations → Properties → Filters → Status

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Filter properties by minimum and maximum price

Filter properties by minimum and maximum priceEnter a valid numeric price range.Admin Area → Property Operations → Properties → Filters → Price

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Filter properties by bedrooms and bathrooms

Filter properties by bedrooms and bathroomsSet min/max bedroom and bathroom criteria.Admin Area → Property Operations → Properties → Filters → Beds/Baths

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Filter properties by land size and floors

Filter properties by land size and floorsUse land minimum/maximum and minimum total floors where shown.Admin Area → Property Operations → Properties → Filters → Size/Floors

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Filter properties by property style

Filter properties by property styleChoose a stored property_style value.Admin Area → Property Operations → Properties → Filters → Property Style

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Filter properties by accessibility features

Filter properties by accessibility featuresChoose the supported accessibility value.Admin Area → Property Operations → Properties → Filters → Accessibility

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Filter properties by air conditioning and appliances

Filter properties by air conditioning and appliancesUse the service/equipment filter choices.Admin Area → Property Operations → Properties → Filters → Features

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Filter properties by electrical service

Filter properties by electrical serviceSelect a supported electrical_service value.Admin Area → Property Operations → Properties → Filters → Electrical Service

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Filter properties by garage

Filter properties by garageChoose the garage filter.Admin Area → Property Operations → Properties → Filters → Garage

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Filter properties by security features

Filter properties by security featuresChoose security_features values.Admin Area → Property Operations → Properties → Filters → Security Features

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Filter properties by sewer, water and utilities

Filter properties by sewer, water and utilitiesUse service filters to narrow results.Admin Area → Property Operations → Properties → Filters → Utilities

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Reset property filters

Reset property filtersClear the active filter form and reload the full permitted list.Admin Area → Property Operations → Properties → Filters → Reset

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Open a property from the client portal grid

Open a property from the client portal gridSelect a visible linked/public listing.Client Portal → Real Estate → Properties → open property

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Switch the client portal property map

Switch the client portal property mapUse the portal map/table mode.Client Portal → Real Estate → Properties → Map/Table switch

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Browse a company’s property grid

Browse a company’s property gridOpen listings linked to an estate-agent company.Client Portal → Real Estate → Company → Properties

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Browse a staff member’s property grid

Browse a staff member’s property gridOpen listings linked to a visible staff/agent profile.Client Portal → Real Estate → Staff → Properties

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Mark or unmark a property favourite

Mark or unmark a property favouriteUse the supported favourite action where exposed.Admin/client property listing → Favourite control

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Understand saved-properties limitations

Understand saved-properties limitationsKnow that the supplied client menu registration does not expose a Saved Properties menu item.Client Portal → Real Estate

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Understand My Rental Listings menu limitation

Understand My Rental Listings menu limitationKnow that the client menu item is not visibly registered in the supplied build.Client Portal → Real Estate

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Troubleshoot an empty property map

Troubleshoot an empty property mapCheck API key, script load, coordinates, permissions, filters and browser console/network errors.Admin Area or Client Portal → Real Estate → Properties → Map

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Troubleshoot a property missing from portal search

Troubleshoot a property missing from portal searchCheck privacy, status, owner/company/customer links and current contact access.Admin Area → Property Operations → Properties → open property

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