Switch the client portal property map
Use the portal map/table mode.
Exact navigationClient Portal → Real Estate → Properties → Map/Table switch
Before you begin
- Use an account with Authenticated client contact and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Use the portal map/table mode. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Client Portal → Real Estate → Properties → Map/Table switch.
- Select the exact record or option described in this guide.
- Complete the displayed fields or action using the rules below.
- Save or submit once and resolve any validation response.
- Verify the resulting record, status, file, notification or integration effect.
Fields, choices and supported possibilities
Exact actionSwitch the client portal property map
Exact navigationClient Portal → Real Estate → Properties → Map/Table switch
Module version1.0.0
Access ruleAuthenticated client contact
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Property ownership and listingConfirm the property owner/landlord, estate-agent company, listing type, transaction type, privacy and status before saving.
Address and mapComplete address, city, country and latitude/longitude where the map is used.
Commercial valuesReview price/rent, commission, fees, income/expense values, currency context and availability dates.
Code-backed validations and workflow rules
- The client controller has its own switch_map/reload_map actions.
- Property visibility and actions are controlled by real_property view-own/view/create/edit/delete capabilities.
- Property status, account status and approval workspaces are separate from the main listing form.
Expected result and verification
- The supported switch the client portal property map flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.