Open a property from the client portal grid
Select a visible linked/public listing.
Where to goClient Portal → Real Estate → Properties → open property
Before you start
The list is limited by property permissions; client and broker views apply their own visibility rules.
Follow these steps
- Open the appropriate property list or map.
- Select a visible linked/public listing.
- Portal visibility depends on property privacy/status and customer/property links.
- The visible records match the selected filters and the current account’s scope.
Fields, rules and limits
- Portal visibility depends on property privacy/status and customer/property links.
Check it worked
The visible records match the selected filters and the current account’s scope.
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?
Portal visibility depends on property privacy/status and customer/property links.
Why is the record or action unavailable?
The list is limited by property permissions; client and broker views apply their own visibility rules. Check the current company and record relationship before requesting additional access.