Review Real Estate activity
Open property/request/payment/activity records where exposed.
Before you start
Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data.
Follow these steps
- Open the named dashboard, report or activity view.
- Open property/request/payment/activity records where exposed.
- The module stores real_activity and uses core activity logs/hooks.
- The displayed figures can be reconciled to the selected scope and underlying records.
Fields, rules and limits
- The module stores real_activity and uses core activity logs/hooks.
Check it worked
The displayed figures can be reconciled to the selected scope and underlying records.
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 module stores real_activity and uses core activity logs/hooks.
Why is the record or action unavailable?
Dashboard requires real_dashboard View; Reports requires real_report View. Results are limited by accessible records and saved source data. Check the current company and record relationship before requesting additional access.
