Workflow

Real Estate Management — Troubleshooting, limitations and technical reference

Resolve access, validation, portal, file, email, PDF, map, workflow and financial issues and understand verified limitations.

29 connected guidesLive filterPermission-aware instructions
29 guides
Guide

Troubleshoot Real Estate activation

Troubleshoot Real Estate activationCheck CRM 2.3.* compatibility, PHP/application logs, installer tables/columns/options and file permissions.Admin Area → Setup → Modules → Real Estate Management

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Troubleshoot a 404 Real Estate page

Troubleshoot a 404 Real Estate pageUse the registered menu/link and verify module activation/controller file/route context.Admin/client/broker portal → intended menu

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Troubleshoot a permission denied message

Troubleshoot a permission denied messageCheck capability, view-own ownership, company context and target-record ownership.Admin Area → Setup → Roles and source record

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Troubleshoot a form validation error

Troubleshoot a form validation errorComplete displayed required fields and correct IDs, dates, amounts, emails and file restrictions.Relevant New/Edit form

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Troubleshoot a duplicate email error

Troubleshoot a duplicate email errorSearch existing company, staff, broker or contact records before retrying.Relevant company/staff/register form

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Troubleshoot a missing owner/company/broker selector option

Troubleshoot a missing owner/company/broker selector optionCheck record status, capability, company scope and ownership.Relevant property/request form

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Troubleshoot a property attachment

Troubleshoot a property attachmentCheck file record, relation ID, folder, permission and storage path.Property → Files

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Troubleshoot a request conversion

Troubleshoot a request conversionCheck customer/property, status, currency/price, target permissions and existing linked record.Buy/Rent Request → Convert

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Troubleshoot client portal login or visibility

Troubleshoot client portal login or visibilityCheck active contact, customer link, property/request ownership and menu registration.Admin Area → Customers and Client Portal

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Troubleshoot broker portal login

Troubleshoot broker portal loginCheck broker portal option, active broker staff, email/password and company link.Admin Business Brokers and Broker Portal

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Troubleshoot public application or countersign link

Troubleshoot public application or countersign linkCheck token, record ID, expiry/revocation and current state.Admin application/onboarding record and public link

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Troubleshoot onboarding workflow state

Troubleshoot onboarding workflow stateReview required context/parties/terms/documents/signatures and current workflow_status.Onboarding workspace

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Troubleshoot supplier job allocation

Troubleshoot supplier job allocationCheck maintenance ID, property/address, supplier, email, existing job ID and amount.Maintenance & Jobs → Allocate Job

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Troubleshoot supplier completion

Troubleshoot supplier completionCheck status value, notes/photos limit, supplier/job ownership and existing invoice.Supplier Portal → job

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Troubleshoot supplier invoice payment

Troubleshoot supplier invoice paymentCheck invoice/job/status, final amount, payment mode, transaction ID and permissions.Admin supplier invoice → Mark Paid

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Troubleshoot Real Estate reports

Troubleshoot Real Estate reportsCheck real_report access, period/status filters, ownership and source dates/values.Admin Area → Reports → Reports

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Understand the absence of a module-specific cron scheduler

Understand the absence of a module-specific cron schedulerPlan only around user actions and core CRM services implemented by the code.CRM Cron / technical reference

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Understand the absence of a generic API/webhook interface

Understand the absence of a generic API/webhook interfaceDo not promise third-party API or webhook automation not in the supplied code.Technical reference

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Understand commented or hidden portal features

Understand commented or hidden portal featuresDo not document Saved Properties/My Rental Listings as visible menu items.Client Portal → Real Estate

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Understand module version and migration details

Understand module version and migration detailsDocument visible module v1.0.0 and installer-managed schema without exposing migration scaffolding as user actions.Admin Area → Setup → Modules

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Use the Agreement_countersign controller reference

Use the Agreement_countersign controller referenceMap the public countersign endpoint to the landlord-signature workflow.Onboarding workspace → Landlord Countersign link

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Use the Apply controller reference

Use the Apply controller referenceMap the tokenised public application endpoint to the tenant-application workflow.Tenant Application invitation link

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Use the Authentication_broker controller reference

Use the Authentication_broker controller referenceMap login, registration, password reset, logout and validation helpers to broker portal guides.Broker Portal

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Use the Broker controller reference

Use the Broker controller referenceMap broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.Broker Portal

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Use the Client controller reference

Use the Client controller referenceMap client properties, renter profile, history/income/occupants, applications and request actions.Client Portal → Real Estate

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Use the Realestate controller reference

Use the Realestate controller referenceMap settings, roles/plans, companies/staff, owners, properties, approvals, requests, tenants, onboarding, reports and permissions.Admin Area → Real Estate menus

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Use the Maintenance and supplier controller references

Use the Maintenance and supplier controller referencesMap client/admin/landlord/supplier requests, jobs, evidence, invoices and payment actions.Maintenance & Jobs and portals

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Use the Realestate_portal reference

Use the Realestate_portal referenceMap client index, linked property status and compliance certificate actions.Client Portal → Real Estate / Property & Compliance

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Run the Real Estate Management production verification checklist

Run the Real Estate Management production verification checklistTest every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.Controlled staging environment

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