insideCRM Configure the property module

Configure the property module

Most settings require settings.manage. Portal accesses also require portals.read or portals.write and the capability realestate.portals.

Management areas

Object fields: additional technical information and its presentation
Object status: Life cycle and filtering of real estate
Documents and images: Central media and document specifications
History: traceable changes and activities
Portal accounts: Connections to external real estate portals

Safely roll out changes

Collect professional purpose, controllers and data concerned.
Check existing objects and exports for dependencies.
Test new fields or statuses first with a test object.
For portals, check access, connection test, mandatory fields and destination account.
Document the change and inform affected users.

Purpose

The property configuration controls fields, status, media specifications, history and portal connections of the client.

Where to find it

Open the relevant property area under Administration.

Requirements and permissions

Fields, status, documents, images and history require settings.manage; Portal accesses require portals.read or portals.write.

Step by step

Manage object fields

Create only technically required fields with a stable data type and test mandatory and visibility rules.

Management of object fields — Object fields complement the standardized master data.

Managing documents

Maintain document templates and assignments with unique names and shared content.

Management of real estate documents — Central document definitions are available in the object processes.

Managing images

Check image types, order and usage rights with a test object.

Management of real estate images — Image definitions influence presentation and marketing.

Check the change history

Filter by time period, person or area and open the relevant change entry.

Administration Change History — History supports the traceable examination of administrative changes.

Manage portal accesses

Create destination account and external identifiers, test the connection and save secrets only in the fields provided.

Real estate portal access management services — Portal accesses only use shared demo accounts in documentation images.

Manage object status

Define unique status values and check existing objects, filters, and portal processes before making changes.

Object status management

Status values control processing and marketing process. *

Result

Checked configuration values are available in object forms, filters, history and allowed portal processes.

Variations and special cases

Data type changes, deleted status values and changed external IDs can affect existing data or integrations.

Troubleshooting

Check rights, mandatory fields, existing uses, connection testing and external feedback; test changes first with a demo object.