Properties

Learn how to add and manage properties in Aurea CRM.pad.

Viewing/Editing Properties

To view/edit properties:

  1. 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.
  2. Tap on an item to switch to its details.


  3. Tap on (Edit) to edit the data.
  4. Tap on (Add Photo) to add a photo to the record.

Adding Properties

To add a property:

  1. Switch to the Properties list.
  2. Tap on (Add Property).

    The input mask is displayed.

  3. Enter the data.
  4. 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:

  1. Switch to the desired property.
  2. Tap on (Add Property).
  3. The input mask is displayed.


  4. Enter your data.
  5. Save the record.