1. Overview
When the branch feature is enabled, the system permits the allocation of properties and enquiries to individual branches. This enables:
Recording landlord enquiries per branch.
Recording tenant enquiries per branch.
Filtering revenue exports by branch.
Filtering sales appraisals and available sales properties by branch.
Adding and filtering potential buyers per branch.
This functionality is particularly beneficial for organisations managing operations across multiple offices.
2. Setup
Note: Only authorised superusers are permitted to set up and manage branches.
2.1 Adding branches
Go to Admin > View all employees.
Select Admin page.
Click General.
In the left‑hand menu, select Branches.
Click +Branch.
Enter the branch name in the pop‑up window.
Select Submit.
2.2 Enabling branches
Once branches have been created, go to the Branches section (as above). Click on the toggle to enable this functionality.
Once enabled, properties and enquiries can be assigned to branches. See Sections 3 for details.
2.3 Updating/deleting branches
Go to Admin > View all employees.
Select Admin page.
Click General.
In the left‑hand menu, select Branches.
Locate the required branch in the displayed table.
To update the branch name, select the pencil icon in the Actions column.
To delete the branch, select the red cross in the Actions column.
Note:
Updating an existing branch name automatically updates the branch label across all associated properties.
Deleting a branch removes the branch association from all linked properties.
Deletion cannot be undone.
3. Assigning a property to a branch
3.1 Lettings Properties
Go to Lettings properties > View properties.
Locate the required property.
Under the Street column, select the property address.
In the Property address tab, open the Branch dropdown.
Select the appropriate branch.
Click Update property.
3.2 Sales Properties
Go to Sales properties > View available properties.
Locate the required property.
Under the Address column, select the property address.
In the Property address tab, open the Branch dropdown.
Select the appropriate branch.
Click Update property.
Note: A bulk update to assign multiple properties to a branch is available as a chargeable service.