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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

This guide covers (click a link to skip to a section):

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Archive a property

Select

1. Accessing archive option

From a sales or lettings property:

  • Beside Active, click Sales/Lettings

  • and select Archive/delete property

Note

Deleting a property is not recommended, as no record of the property is kept

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Deleting a property is not recommended, as no record of the property is kept

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Info

The ability to archive (and delete) a sales and/or lettings property is dependent on configuration

  • You may be set-up to be able to archive but not delete - if this is the case, the delete option shown in step 2 will be greyed out

  • Or, you might not be able to both archive

  • and delete - if this is the case, then the menu option shown above will not be accessible

If you need to be able to archive a property, contact your local Reapit key contact who will need to authorise this and contact Reapit Support

2. Archive property

The option to Print journal entries can be ticked before choosing to archive - this generates a report listing the property journal entries which can be printed and/or saved as PDF

  • Ensure Archive Property is selected and click AcceptClick Accept

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Note

In some situations a property cannot be archived - for example, when keys are still held on a property record or a property has an active tenancy Prompts - prompts are displayed to inform when this is the case

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3. Property archived

The property is now archived - this is indicated by the grey icon beside Active - an entry is automatically added to the Activity Feed/Journal

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Tip

The Journal can still be accessed, plus Offers and Invoicing functionson a sales property and Tenancy and Works Order details on a lettings property (Matching and Viewing and Keys functions are no longer active)

4. Recovering a property from the archive

From the archived sales or lettings property:

  • Beside Active, click Sales/Lettings

  • Select Unarchive/delete property

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  • Ensure Unarchive Property is selected and click Accept

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  • Click Accept

Tip

The property is now active again - an entry is automatically added to the Activity Feed/Journal to indicate that the property has been recovered from the archive, plus original journal entries, viewings, offers & matches are recovered too

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Search for an archived property

1. Use Universal SearchTo search for an archived property:

  • Click Universal Search icon (magnifying glass icon) - top left

  • Type first line of property address or postcode and press enter

  • Click Switch to search for archived records
    Depending on configuration, archive searching may be carried out by default

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  • The archived record(s) will be identified - click the link to access the record

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Tip

Advanced Search can also be used to search the archive, see next step

2. Advanced Search option

From bottom of the Universal Search menu (shown in step 1):

  • , top left)
    An Advanced Search button is available at the bottom of this menu

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  • Click Advanced Search and select Property Search

The Advanced Search screen is displayed

- tick Archive and, where applicable, ensure

, from the left side:

  • Tick Archive

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

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  • 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

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Report on archived properties

Power Reports allow archived properties to be reported on

From the main menu:

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

  • Click Property Report for option to choose report type to display a drop-down menu - see next screen

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  • At the bottom of the menu:

    • Include archived records

    This will include both live and

    • Is not selected by default - click to include archived properties in the report

    • Include live records

    can be deselected


    • Is selected by default - to generate a report on just archived properties

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    • , click this option to deselect it

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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When a property is no longer required it can be archived - This guide outlines how to archive a property, how to search for an archived property record can be searched for, reported on & also recovered , how to include archived properties in a report and how to recover a property from the archive