Deactivate Property & Compliance Management safely
Disable the module only after checking portal, hook and automation dependencies.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Disable the module only after checking portal, hook and automation dependencies.
- Deactivation stops registered menus/hooks but does not replace a data-retention plan. Test reactivation in a controlled environment.
- Apply the setting or lifecycle action described below, then reload the relevant property workspace.
Fields, rules and limits
- Deactivation stops registered menus/hooks but does not replace a data-retention plan. Test reactivation in a controlled environment.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Deactivation stops registered menus/hooks but does not replace a data-retention plan. Test reactivation in a controlled environment.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.
