Property search, maps, filters and visibility

Understand saved-properties limitations

Know that the supplied client menu registration does not expose a Saved Properties menu item.

Audience: CRM staffPermission: Authenticated client contactModule v1.0.0

Exact navigationClient Portal → Real Estate

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

Know that the supplied client menu registration does not expose a Saved Properties menu item. 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.
Select the relevant record, filter, report, model or configuration described below.
Use the displayed action or read the current values without altering unrelated data.
Compare the output with the code-backed rules and expected result in this guide.
Record or correct any mismatch before relying on the output in production.

Fields, choices and supported possibilities

Exact actionUnderstand saved-properties limitations

Exact navigationClient Portal → Real Estate

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

Saved-property storage/action code exists, but the client menu item is commented/not visibly registered in the supplied build.
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 understand saved-properties limitations 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.