Properties gives you the whole portfolio from above: every building and community your agency works, each row with its unit counts. Three controls narrow it down: type, location and order. Unit-level detail, like status, floor or size, sits one level lower, on each property’s own page.
Show one type
- Go to Properties.
- Choose a tab: All, New Development or Resale.
Show one location
- Open the Location filter. It starts at the first level of your location tree.
- Click a place to see the areas inside it, and keep going down as far as you need. You can stop at any level.
- To see every location again, open the filter and clear it.
Change the order
The list starts on Updated Date (New to Old), so the property changed most recently comes first. Click Sort to switch to Created Date (Old to New) or Created Date (New to Old).
Read a row, or peek without leaving the list
A row gives you the property’s name and address, where it sits in your location tree and whether it’s a new development or a resale. You’ll also see its Total Units, Available and Reserved counts, the year it was built and when it last changed.
Click a row and a side drawer opens beside the list, with Units, Notes and Files tabs. View Details takes you to the full property page. The ⋯ at the end of each row holds View, Edit, Duplicate and Delete; which of them you can use depends on your role.
