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1. Property conditions

A prompt to update the portals will be displayed when:

  • No internet advertising (on property marketing screen) - is un-ticked

  • Property status on a sales property, is set to any of the following:

    • For Sale - Available

    • Under Offer - Available
      Sold STC - Available
      Sale Agreed - Available
      Terminology used is dependent on configuration

  • Property status on a lettings property,is set to any of the following:

    • To Let - Available

    • Arranging Tenancy - Available

    • Tenancy Current - Available

    • Sold

Info

If portals have been disabled via the Disable portals option on the property marketing screen, the prompt to upload to the portal(s) will not be displayed when making updates to the property

2. Specific fields that will prompt to update the portals

For the following fields/areas on a property record, when changes/updates are made and the property is saved, a prompt will be displayed:

  • Address

  • Lat/Long coordinates

  • Descriptions

  • Attributes

  • Details (adding/removing a brochure)

  • Pictures

  • Rooms

  • Status changed to any of the statuses listed in section 1

  • No internet advertising (on property marketing screen) being ticked/un-ticked

3. Prompt to upload changes

The prompt to update the portals with changes will be displayed when:

  • The property meets the relevant conditions, as outlined in section 1
    AND

  • When any of the relevant fields are updated, as outlined in section 2
    AND

  • The property is next saved

The following prompt will be displayed:

  • Click Yes to update all portals
    The portals you are uploading to will be listed on the prompt

    Upload to portals prompt.png
Tip

Clicking Yes on the prompt above has the same outcome as clicking the option in the property marketing screen to update all portals in bulk
The property marketing option can still be used, as outlined here: Updating property information online (UK only)

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