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Always show vendor details on external sales property

Always show vendor details on external sales property

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

From version 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)

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