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Property & Compliance Management

Use CRM customer-profile tabs

Open property links, landlord/supplier payouts and related module tabs.

Reviewed 27 October 2026Merged module 2.1.3
Where to goAdmin Area → Customers → open customer

Before you start

Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.

Follow these steps

  1. Open the source record or configuration named in the route.
  2. Open property links, landlord/supplier payouts and related module tabs.
  3. The module adds tabs through hooks; each tab applies its own record scoping.
  4. Generate, preview or save the required output and inspect its actual result.

Fields, rules and limits

  • The module adds tabs through hooks; each tab applies its own record scoping.

Check it worked

The actual output belongs to the intended workspace and source record.

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?

The module adds tabs through hooks; each tab applies its own record scoping.

Why is the record or action unavailable?

Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.