On this page
Create and edit properties
Property records bring together core data, features, marketing content, media, linked records and portal status.
Where to find it
Open Real Estate → Objects.
Requirements and permissions
Viewing requires properties.read; creating and editing requires properties.write. Portal actions additionally require an enabled connection.
Step by step
Search by address, title or external reference before creating a property. Save its basic data before adding further media and marketing details.
Create a property
- Open Objects and select New Object.
- Enter the required core, address, area, pricing, and marketing data.
- Select the object status and add workspace-specific fields.
- Upload images and documents and check their description and order.
- Decide whether the address may be published and whether the property should appear on the dashboard.
- Save the object.
Portal publication
When the portal module is unlocked, check the publishability first. Only when all mandatory fields for the target portal are fulfilled and local changes are stored can the publication be initiated. Then check status, external ID, last attempt, and last successful synchronization.
AI changes
AI suggestions must be confirmed before saving. If the property changed after the suggestion was created, the interface shows version or field conflicts. Compare the current value, previous value, and suggestion individually; do not overwrite conflicts blindly.
Result
The property is saved with its linked records. Its approval and completeness determine whether it is ready for marketing or portal synchronization.
Variations and special cases
Custom fields, portal mandatory fields and AI proposals may require additional checks. Conflicts are resolved field by field.
Troubleshooting
Check required fields, write permissions, media processing, the portal connection, and displayed conflicts. Save local changes before reconciling them.