Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To search for an archived property:

  • Click Universal Search icon (magnifying glass icon, top left) - from
    An Advanced Search button is available at the bottom of this menu, an Advanced Search button is available

    Image Removed

    Advanced Search button on main menu.pngImage Added

  • Click Advanced Search and select Property Search

The Advanced Search screen is displayed, from the left side:

  • Tick Archive and, where applicable, ensure

  • Ensure the correct marketing mode (Sales or Lettings) is selected, top left

  • Use the fields to find the required archived property, e.g. Address, Vendor name

  • Click Search (or press enter on keyboard)

  • The archived record(s) will be displayed on the right - double-click to access the record

Image RemovedAdvanced search - inc archive.pngImage Added

Report on archived properties

Power Reports allow archived properties to be reported on

From the main menu:

  • Click Reports and select Power Reports -where applicable, select marketing mode to report on (Sales or Lettings)

  • Click report type menu (i.e. Property Report for ) option to choose display a menu

    Property report option.pngImage Added
  • At the bottom of the menu:

    • Include archived records


    This
    • - will include both live and archived properties in the report

    • Include live records -can be deselected to generate a report on just archived properties

    Image Removed
    • Report type menu.pngImage Added
Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "housekeeping"

...

Excerpt
hiddentrue

When a property is no longer required it can be archived - an archived property record can be searched for, reported on & also and recovered from the archive

...