Introduction

Property allows you to create and search for properties that can be associated with other records

Create & Edit

Creating a Property

Once you click on Create a new page will open.

To create a new property record the minimum requirement is to complete all of the mandatory fields. A mandatory field is marked by a red star *. Fields not marked with a red star are optional and can be left blank, if required.

The create a Property page is broken down into the following fields:

Field	Type	Additional Information
Property Name	Free text field	This is a mandatory field. Name of the property
Record ID	Free text field	This is a mandatory field. Unique reference of the property. Record ID can be manually entered or automatically generated depending on the configuration set by your administrator. If the record ID is set to be generated automatically it will not be available on the page for editing.
Description	Free text field	This is a mandatory field. Description of the property
Property Type	Dropdown	This is a mandatory field. the type of property e.g. office
Gross Area	Free text field	Gross area of the property
Net Area	Free text field	Net area of the property
Customer Facing	Free text field	Is the property customer facing
Property Status	Dropdown	Status of the property
Grade	Dropdown	Grade of the property
Tenure	Dropdown	Tenure of the property
Parent Property	Dynamic filter	Start typing and a dropdown list will appear of other properties in the system. Parent property of the property
Phone	Numerical field	Phone number of the property
Fax	Numerical field	Fax number of the property
Listed	Check box	Is the property listed
Capital Value	Numeric field	Capital value of the property
Capital Valuation Date	Date picker	Click the square and a calendar will appear. Capital value date of the property
Rateable Value	Numerical field	Rateable value of the property
Rates Payable	Numerical field	Rates payable of the property
Line 1	Free text field	This is a mandatory field. Street location and name
Line 2	Free text field	Additional location information
Town	Free text field	This is a mandatory field. Town of property
Postcode	Free text field	This is a mandatory field and linked to the map. Postcode of property.
County	Free text field	This is a mandatory field. County of property
Region	Free text field	Region of property
Country	Free text field	This is a mandatory field. Country of property.
Classifications	Multi Select	Categorise the property using the classifications in the system. For more classifications tile click Here

The address details are linked to a map; entering the address will pinpoint the location of the property onto the map.

Some records may have Additional Details sections. To see more about these got to Additional Details.

Associating a property with a Legal Entity

Properties can be associated with a Legal Entity. To do this, when creating or editing a property, click the ‘Legal Entity Contact’ field, and select a contact or select an organisation, depending on which is appropriate.

Completing the Form

Once you have completed all of the fields that you require, scroll to the bottom of the page. From here you will be presented with the three options shown below.

Create will create the property record and take you to that record.
Create & New will create the property record and then present you with a blank form to complete.
Cancel will return you to the property search page without saving the new property record.