Page Comparison

1. Previously sold property with multiple buyers

When a property is sold, the buyer details are stored on the Buyer & Sales Detailstab

From property record:

• Click Offers and select the Buyer & Sales Details tab

• The main buyer is shown top left and all Additional Buyers are displayed in the panel bottom left

  

2. Duplicate property using previous/subsequent sale option

The option to copy all buyers across to a new property as vendors is offered when using the Previous/Subsequent Sale option in the duplicate property/vendor menu

From property record:

• Click ellipsis button (…), select Duplicate property/vendor and click Previous/Subsequent Sale

  

• Click Yes

  

• All previous buyers will be offered for selection (as shown in step 1) - tick the boxes beside the buyers that you wish to copy across to the new property record as vendors, then click Select

  

• The new property record will be displayed with the selected buyer details added to the property as vendors
  In this example, all 3 buyers were selected and are now shown as vendors, with the previous main buyer now the Primary Vendor and the Additional Buyers now the Second Vendor & Additional VendorsVendor