Use Real Estate app search
Search supported module records through CRM global search.
Exact navigationAdmin Area → Global Search
Before you begin
- Use an account with Relevant record view permission 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
Search supported module records through CRM global search. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Global Search.
- 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 actionUse Real Estate app search
Exact navigationAdmin Area → Global Search
Module version1.0.0
Access ruleRelevant record view permission
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Report filtersSelect the displayed month/year/custom period, status, property type, city, listing or payment criteria.
Source verificationOpen source property, request, tenancy, contract, invoice or payment records to reconcile totals.
Code-backed validations and workflow rules
- The module registers app search integration; results remain permission scoped.
- Reports require real_report view capability.
- Report results depend on stored status/date/currency values and the current user’s accessible data.
Expected result and verification
- The supported use real estate app search 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.