Use the module guide screen
Review the supplied in-CRM orientation page.
Where to goProperties Management → Settings → Module Guide
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Review the supplied in-CRM orientation page.
- The guide route is realestate/module_guide and is not a substitute for permission checks or complete Help Centre documentation.
- The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
Fields, rules and limits
- The guide route is realestate/module_guide and is not a substitute for permission checks or complete Help Centre documentation.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
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 guide route is realestate/module_guide and is not a substitute for permission checks or complete Help Centre documentation.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.