Real Estate Management — Troubleshooting, limitations and technical reference
Resolve access, validation, portal, file, email, PDF, map, workflow and financial issues and understand verified limitations.
01Troubleshoot Real Estate activationCheck CRM 2.3.* compatibility, PHP/application logs, installer tables/columns/options and file permissions.Admin Area → Setup → Modules → Real Estate Management02Troubleshoot a 404 Real Estate pageUse the registered menu/link and verify module activation/controller file/route context.Admin/client/broker portal → intended menu03Troubleshoot a permission denied messageCheck capability, view-own ownership, company context and target-record ownership.Admin Area → Setup → Roles and source record04Troubleshoot a form validation errorComplete displayed required fields and correct IDs, dates, amounts, emails and file restrictions.Relevant New/Edit form05Troubleshoot a duplicate email errorSearch existing company, staff, broker or contact records before retrying.Relevant company/staff/register form06Troubleshoot a missing owner/company/broker selector optionCheck record status, capability, company scope and ownership.Relevant property/request form07Troubleshoot a property attachmentCheck file record, relation ID, folder, permission and storage path.Property → Files08Troubleshoot a request conversionCheck customer/property, status, currency/price, target permissions and existing linked record.Buy/Rent Request → Convert09Troubleshoot client portal login or visibilityCheck active contact, customer link, property/request ownership and menu registration.Admin Area → Customers and Client Portal10Troubleshoot broker portal loginCheck broker portal option, active broker staff, email/password and company link.Admin Business Brokers and Broker Portal11Troubleshoot public application or countersign linkCheck token, record ID, expiry/revocation and current state.Admin application/onboarding record and public link12Troubleshoot onboarding workflow stateReview required context/parties/terms/documents/signatures and current workflow_status.Onboarding workspace13Troubleshoot supplier job allocationCheck maintenance ID, property/address, supplier, email, existing job ID and amount.Maintenance & Jobs → Allocate Job14Troubleshoot supplier completionCheck status value, notes/photos limit, supplier/job ownership and existing invoice.Supplier Portal → job15Troubleshoot supplier invoice paymentCheck invoice/job/status, final amount, payment mode, transaction ID and permissions.Admin supplier invoice → Mark Paid16Troubleshoot Real Estate reportsCheck real_report access, period/status filters, ownership and source dates/values.Admin Area → Reports → Reports17Understand the absence of a module-specific cron schedulerPlan only around user actions and core CRM services implemented by the code.CRM Cron / technical reference18Understand the absence of a generic API/webhook interfaceDo not promise third-party API or webhook automation not in the supplied code.Technical reference19Understand commented or hidden portal featuresDo not document Saved Properties/My Rental Listings as visible menu items.Client Portal → Real Estate20Understand module version and migration detailsDocument visible module v1.0.0 and installer-managed schema without exposing migration scaffolding as user actions.Admin Area → Setup → Modules21Use the Agreement_countersign controller referenceMap the public countersign endpoint to the landlord-signature workflow.Onboarding workspace → Landlord Countersign link22Use the Apply controller referenceMap the tokenised public application endpoint to the tenant-application workflow.Tenant Application invitation link23Use the Authentication_broker controller referenceMap login, registration, password reset, logout and validation helpers to broker portal guides.Broker Portal24Use the Broker controller referenceMap broker dashboard/profile/notifications/company/property/owner/request/contract/invoice/payment/report actions to their documented workspaces.Broker Portal25Use the Client controller referenceMap client properties, renter profile, history/income/occupants, applications and request actions.Client Portal → Real Estate26Use the Realestate controller referenceMap settings, roles/plans, companies/staff, owners, properties, approvals, requests, tenants, onboarding, reports and permissions.Admin Area → Real Estate menus27Use the Maintenance and supplier controller referencesMap client/admin/landlord/supplier requests, jobs, evidence, invoices and payment actions.Maintenance & Jobs and portals28Use the Realestate_portal referenceMap client index, linked property status and compliance certificate actions.Client Portal → Real Estate / Property & Compliance29Run the Real Estate Management production verification checklistTest every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.Controlled staging environment