Britixo CRMBritixo CRMEnterprise Help Centre
Ctrl K
Property & Compliance Management

Link properties to a CRM client

Select one or more properties and save the client/tenant/landlord relationship.

Reviewed 27 October 2026Merged module 2.1.3
Where to goAdmin Area → Customers → open customer → Properties / Link Properties

Before you start

Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.

Follow these steps

  1. Find the existing owner or CRM customer by identity and contact details.
  2. Select one or more properties and save the client/tenant/landlord relationship.
  3. The link form includes client_id, tenant_client_id, landlord_client_id, property_ids, notes and action.
  4. Apply the task-specific change and reopen the property/customer relationship.

Fields, rules and limits

  • The link form includes client_id, tenant_client_id, landlord_client_id, property_ids, notes and action.

Check it worked

The owner/customer and property relationship are correct; unrelated links remain unchanged.

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 link form includes client_id, tenant_client_id, landlord_client_id, property_ids, notes and action.

Why is the record or action unavailable?

Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.