Always show vendor details on external sales property

Owned by Fiona Hardy, created
Last updated: Sept 19, 2024
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 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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