Properties
Learn how to add and manage properties in Aurea CRM.pad.
Viewing/Editing Properties
To view/edit properties:
- Tap on and
select Properties.
The existing properties are listed. You can limit the number of hits by:
- Enter search criteria in the Search field. Hits are shown while you are typing.
- Enable available filters.
- Switch to the desired tab.
- Tap on an item to switch to its details.
- Tap on (Edit) to edit the data.
- Tap on (Add Photo) to add a photo to the record.
Adding Properties
To add a property:
- Switch to the Properties list.
- Tap on
(Add Property).
The input mask is displayed.
- Enter the data.
- Save the record.
Adding Property Participants
You can add participants to a property and assign up to three of different roles, such as Main Contractor, Architect, Builder, Supplier, Tenant, and many more.
To add a property participant:
- Switch to the desired property.
- Tap on (Add Property).
- The input mask is displayed.
- Enter your data.
- Save the record.