Always show vendor details on external sales property

Owned by Fiona Wilson, created
Last updated: Oct 05, 2022
2 min read

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

When a sales property is external - by default, details of the external company selling the property is shown - this can be changed to show the vendor details instead

Pre AgencyCloud 12.155, after making the change to view the vendor details on a property, this would only apply for the current session of AgencyCloud - when the application is closed and re-opened, the external agent details on that property will be shown again

From AgencyCloud 12.155+, once the change to show vendor details on a particular external property has been made, this will apply on that property until it is changed again

1. Change an external sales property to display vendor details

From property record:

  • Right-click over agent/company details and select Show vendor instead of external agent details

  • The vendor details are now displayed
    To view agent/company details, click the orange contact icon to the right

  • Save the property record - click Save (top right)

This property will now display vendor details (not agent/company details) to all users until manually changed

2. Show external agent details again

From property record:

  • Right-click over agent/company details and select Show external agent instead of vendor details

  • Save the property record - click Save (top right)