Understand saved-properties limitations
Know that the supplied client menu registration does not expose a Saved Properties menu item.
Before you start
The list is limited by property permissions; client and broker views apply their own visibility rules.
Follow these steps
- Open the appropriate property list or map.
- Know that the supplied client menu registration does not expose a Saved Properties menu item.
- Staff favourites are stored for the current staff ID. The saved-listing helper exists, but a separate Saved Properties navigation item is not registered. Use the favourite controls exposed in the property view; do not look for a separate menu solely because a storage table exists.
- The visible records match the selected filters and the current account’s scope.
Fields, rules and limits
- Staff favourites are stored for the current staff ID. The saved-listing helper exists, but a separate Saved Properties navigation item is not registered. Use the favourite controls exposed in the property view; do not look for a separate menu solely because a storage table exists.
Check it worked
The visible records match the selected filters and the current account’s scope.
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?
Staff favourites are stored for the current staff ID. The saved-listing helper exists, but a separate Saved Properties navigation item is not registered. Use the favourite controls exposed in the property view; do not look for a separate menu solely because a storage table exists.
Why is the record or action unavailable?
The list is limited by property permissions; client and broker views apply their own visibility rules. Check the current company and record relationship before requesting additional access.