Verify landlord customer-group synchronisation
Confirm customer/contact hooks maintain the intended landlord grouping/link.
Before you start
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority.
Follow these steps
- Find the existing owner or CRM customer by identity and contact details.
- Confirm customer/contact hooks maintain the intended landlord grouping/link.
- Check the customer profile tabs and real-estate link records after save.
- The owner/customer and property relationship are correct; unrelated links remain unchanged.
Fields, rules and limits
- Check the customer profile tabs and real-estate link records after save.
Check it worked
The owner/customer and property relationship are correct; unrelated links remain unchanged.
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?
Check the customer profile tabs and real-estate link records after save.
Why is the record or action unavailable?
Property-owner permissions govern owner records. Customer tabs also require the appropriate customer and payout authority. Check the current company and record relationship before requesting additional access.