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PrintEnter a new Commercial Property
1. Click on the Properties menu/function button.
2. Click on the Properties option button.
Drop Down list.
4. Click on the New button. After clicking new, the "select property" search screen appears
for you to search a property to ensure it does not already exist in the database. If the property
is not found click on add new.
5. In the General tab.
6. Enter the Site name, Unit number and Level if applicable.
7. Enter the Street address, including street number, street name and street type.
8. Select the State if not already defined.
9. Enter the Suburb. The postcode will fill in automatically if the State is correct.
10. Select the Country if not already defined.
11. Select the applicable Property Title from the Drop Down list.
Complex is selected, you may also enter the relevant Site. Note: A property is only considered to be a Building Complex if it consists of individual units that can be leased.
13. Select the appropriate option button for Whole or Part building.
14. Select the appropriate Property Group option button for Commercial, Industrial or Retail,
by doing so,the Property Type area below will re populate to suit the relevant property group selected.
16. Select the Investment Property checkbox if this property is an investment. i.e.: Owner does
not occupy the property.
18. If applicable assign a Property Manager.
19. If applicable assign a Strata Manager.
To add an owner
20. Select the
icon in the white area under the Name header.21. Search the Contact database to see if this owner has been entered previously. See: Search for
22. Alternatively you may add a new Contact by clicking on the Add New button. See: Create a
23. Repeat the above process if there is more than one owner. Then apply the appropriate owner
share % into the Percent column for each owner, ensuring that the total equals 100.
24. Once the owner/s have been appended you may view their details by selecting the
icon.To add a Property Sales Person
25. Left click on the Drop Down List under the Staff header and select the appropriate staff name/s.
26. Proceed to enter further information for Land , Improvements , Advertising Text , Images,
Listing History, Tenant (if investment property is selected this tab will appear) and outgoings.
27. Click on Save and Close to save the information entered, alternatively click on the X at the top
right corner of the Active screen, a message will appear Do you want to save changes? Select Yes, No or Cancel accordingly.