Install and activate Property & Compliance Management
Run the supplied lifecycle installer and verify menus, tables, columns, options and templates.
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.
- Run the supplied lifecycle installer and verify menus, tables, columns, options and templates.
- The installer is responsible for module tables, core-table columns, options and email templates. Run activation in the supported CRM environment before adding live records.
- Apply the setting or lifecycle action described below, then reload the relevant property workspace.
Fields, rules and limits
- The installer is responsible for module tables, core-table columns, options and email templates. Run activation in the supported CRM environment before adding live records.
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?
The installer is responsible for module tables, core-table columns, options and email templates. Run activation in the supported CRM environment before adding live records.
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.