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Property & Compliance Management

Understand commented or hidden portal features

Do not document Saved Properties/My Rental Listings as visible menu items.

Reviewed 27 October 2026Merged module 2.1.3
Where to goClient Portal → Real Estate

Before you start

Investigate with the affected role and workspace; a direct route does not bypass record permissions.

Follow these steps

  1. Record the exact screen, record reference and error message.
  2. Do not document Saved Properties/My Rental Listings as visible menu items.
  3. A stored table, controller helper or older screenshot is not evidence of a visible menu. Use the currently registered Properties, Renter Profile, Rental Application and Buy Application entries for client tasks; only follow additional linked-status or payout links exposed for that account.
  4. The issue is resolved or can be escalated with a precise record reference and reproducible error.

Fields, rules and limits

  • A stored table, controller helper or older screenshot is not evidence of a visible menu. Use the currently registered Properties, Renter Profile, Rental Application and Buy Application entries for client tasks; only follow additional linked-status or payout links exposed for that account.

Check it worked

The issue is resolved or can be escalated with a precise record reference and reproducible error.

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?

A stored table, controller helper or older screenshot is not evidence of a visible menu. Use the currently registered Properties, Renter Profile, Rental Application and Buy Application entries for client tasks; only follow additional linked-status or payout links exposed for that account.

Why is the record or action unavailable?

Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.