Enter a new Property
1. Click on the Properties menu button.
2. Click on the Properties option button.
3. Click on the New button.
4. In the General tab, select the Property Type from the drop down list.
5. Select the Country if not already defined.
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. Enter Map, Page, Cell Reference and Nearest Cross Street if applicable.
To add an owner
Whilst it is not a requirement to append an owner/lessor to a property, you will be required to have this information in the event that the property is converted into an Appraisal or Listing.
1. Select the
icon in the white area under the Name header.
2. Search the Contact database to see if this owner has been entered previously. See: Search for
a Contact
3. Alternatively you may add a new Contact by clicking on the Add New button. See: Create a
new Contact.
4. 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.
5. Once the owner/s have been appended you may view their details by selecting the
6. Select the Investment Property checkbox if this property is an investment. i.e.: Owner does
not occupy the property.
To add a Property Sales Person
1. Left click on the Drop Down List under the Staff header and select the appropriate staff name/s.
2. Proceed to enter further information for Land , Improvements , Advertising Text , Images and
Listing History
3. 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.