Open Account Status
Review account/relationship status records linked to properties and clients.
Before you start
Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit.
Follow these steps
- Open the relevant Property Status, Account Status or Approvals workspace.
- Review account/relationship status records linked to properties and clients.
- This menu is registered with property access.
- The property status, approval result or note is retained on the intended record.
Fields, rules and limits
- This menu is registered with property access.
Check it worked
The property status, approval result or note is retained on the intended record.
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?
This menu is registered with property access.
Why is the record or action unavailable?
Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit. Check the current company and record relationship before requesting additional access.