The primary property status field within the lettings property record is non-customisable, so our secondary status functionality gives users the ability to add further detail against a property regarding what stage the property is at within the lettings process.
Users can personalise the list of secondary status options available on their system, and this status will be displayed on the main View properties and on some system exports.
For example, should a landlord wish to take back their property from the management of the agent, the primary status of the property can remain as 'Occupied' (if tenants are still in situ), and the secondary status can be set as 'Pending withdrawal' until such time the landlord has fully withdrawn their property. Please find below an example of how the fields may look once populated.
1. Setting up
Note: Only an authorised superuser can set up and manage the secondary statuses on the system
1.1 Adding new secondary statuses
Go to Admin > View all employees
Click on Admin page
Click on General
In the menu on the left-hand side of the page, click on Secondary status (lettings)
Click on +Status
In the pop-up, enter the status name
Click Submit
Once submitted, the secondary status will appear in the table and will be available to select in the Secondary status dropdown of the property record.
1.2 Updating/deleting secondary statuses
Go to Admin > View all employees
Click on Admin page
Click on General
In the menu on the left-hand side of the page, click on Secondary status (lettings)
Locate the relevant secondary status from the table
To update the secondary status name, click on the pencil icon in the Actions column
To delete the secondary status, click on the red cross in the Actions column
Note: Updating an existing secondary status option will update all properties currently set with the status.
Deleting a secondary status will remove the status from all properties currently set with it. Deleting a secondary status cannot be undone.
1.3. Enabling secondary status on the View properties page
The Lettings properties > View properties page can be customised by adding or hiding columns, including a column to display the secondary status. To enable this column, follow the guidance here.
2. Selecting a secondary status
Go to Lettings properties > View properties
Locate the property in question
Click on the property address
In the Property address tab, locate the Secondary status field
Amend the field as required
Click Update property