Page Comparison

1. Access duplicate options

From property record:

• Click the ellipsis button (...)

• Select Duplicate property/vendor - various options are offered, see step 2

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2. Duplicate property/vendor options explained

• General Duplicate
  Duplicates the property record exactly as it is, but without journal/contact notes

• Lettings / Sales Duplicate (available from

• version 12.162+)
  Allows a sales property to be duplicated as a lettings property (and vice versa) without having to dual market the property first, click here for more information: Duplicate a property as sales or lettings

• Multiple Lots
  Creates a development record from the property record

• Previous/Subsequent Sale
  Duplicates the property without the Market Appraisal Date and pulls through the previous buyer as the vendor (if selected when prompted)
  From version 12.179+, all buyers can be transferred through to the duplicated property as vendors (not just the main buyer), as outlined here: Option to copy all buyers when duplicating a previously sold property

• For Marketing
  Like a General Duplicate, this option also duplicates the property record exactly as is without journal/contact notes - but it is marked as Duplicated for Marketing in the journal

• As Applicant
  A new applicant record is created with the vendor/landlord details copied across

3. Confirmation prompt

When choosing most of the duplicate options, you will be presented with this prompt:

• Choose Yes / No as appropriate