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This guide has been reviewed against our global client base and classed as relevant to all regions

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Available from version 12.162

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An option is available which provides a more efficient option to duplicate:

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This update means that a duplicate can be created alongside the original property record without the need to dual market the original first, plus a lettings property with transactions can just be duplicated as a sales property without this causing an issue

1a. Sales property

From sales property:

  • Click ellipsis (…)

  • Select Duplicate property/vendor and click Lettings Duplicate

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1b. Lettings property

From lettings property:

  • Click ellipsis (…)

  • Select Duplicate property/vendor and click Sales Duplicate

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2. Next steps

  • Selecting either option above will first prompt to clear the property office details
    Select Yes/No as appropriate

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  • A prompt to copy the property pictures and/or room detail will also be offered

  • When duplicating a sales property as a lettings property, enter landlord information

  • When duplicating a lettings property as a sales property, enter vendor information

Tip

After working through the prompts and entering the landlord/vendor information, the new duplicate property record is created

3a. Duplicated sales property as a lettings property

The new lettings property record is created as a duplicate, meaning that the original sales property is still on the system as a separate record

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3b. Duplicated lettings property as a sales property

The new sales property record is created as a duplicate, meaning that the original lettings property is still on the system as a separate record

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Tip

The Notes panel on the duplicated property record contains an indication that the property has been copied (e.g. Property copied from reference: LON150015)

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